Jeremy Travis
Portfolio Manager-Equities at Capital Advisors, Inc. (Oklahoma)
Profile
Mr. Jeremy Travis is a Vice President & Wealth Advisor at Capital Advisors, Inc. (Oklahoma).
He focuses on wealth management, client service and business development.
He joined Capital Advisors with over 20 year of experience as a manager within the healthcare industry.
He was graduated from Northeastern State University with a degree in Business Administration.
Jeremy Travis active positions
| Companies | Position | Start |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Portfolio Manager-Equities | 2018-01-31 |
Training of Jeremy Travis
| Northeastern State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Finance |
- Stock Market
- Insiders
- Jeremy Travis
