JT
Jeremy A. Travis
CAPITAL ADVISORS
Tulsa, OK 74114
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CRD#: 6937740
JT
Professional summary
Jeremy Alan Travis, who also goes by Jeremy Travis, is a registered financial advisor currently at CAPITAL ADVISORS, INC. located in Tulsa, Oklahoma.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jeremy has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy Travis
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1.) NAME OF OBA: TORNADO STORAGE; ADDRESS OF OBA: DRUMRIGHT, OK 74030; NATURE: MINI STORAGE; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER; DUTIES: VISIT 1X MONTHLY TO RECONCILE MONTH END ACCOUNTING WITH THE MANAGER; START DATE: 10/2012; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: JTS PROPERTIES LLC; ADDRESS OF OBA: TULSA, OK 74137; NATURE: RENTAL HOMES; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER; DUTIES: COLLECT MONTHLY RENT; START DATE: 02/2015; APPROX. NUMBER OF HOURS/MONTH: 6; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 (3.) NAME OF OBA: ALERT PLUMBING AND DRAIN ADDRESS OF OBA: TULSA, OK 74137 NATURE: PLUMBING BUSINESS INVESTMENT RELATED: NO TITLE WITH OBA: LIMITED PARTNER DUTIES: LIMITED PARTNER THAT HAS MADE A CONTRIBUTION FINANCIALLY TO SUPPORT THE CONTINUED BUSINESS SUCCESS START DATE: 03/2022 APPROX. NUMBER OF HOURS/MONTH: 5-10 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Alan Travis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 1, 2018 - Present
CAPITAL ADVISORS, INC.
Office #1: 2222 South Utica Place Suite 300, Tulsa, OK 74114RIA
CRD#: 104643
Tulsa, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CAPITAL ADVISORS, INC.
CAPITAL ADVISORS INC | CAPITAL ADVISORS, INC.
CRD#: 104643 / SEC#: 801-14050
RIA
Registered Investment Advisory firm - (9/18/1978 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(5/1/2018)
IAR
Texas(11/7/2022)
Current Firm
CA
CAPITAL ADVISORS, INC.
CAPITAL ADVISORS INC | CAPITAL ADVISORS, INC.
CRD#: 104643 / SEC#: 801-14050
RIA
Registered Investment Advisory firm - (9/18/1978 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2222 South Utica Place Suite 300, Tulsa, OK 74114
Mailing Address
Phone number
(866) 230-5879
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,297 |
| AUM (Assets Under Management) | $ 6,146,880,645 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPITAL ADVISORS, INC.
CRD#: 104643Tulsa, OK 74114TRUST BUT VERIFY
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