Jeffrey Butler Travis
Investment adviser representative at Oak Associates Ltd
17 yearsExperience
1 stateRegistered in
CFADesignation
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Oak Associates LtdMar 2019 to now
- Winslow Asset Management IncSep 2009 to Feb 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Oak Associates Ltd
$1.8BAssets managed
42Clients
3Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5161258
- Firm CRD
- 108874