Travis Paul Jack
Investment adviser representative at Msh Capital Advisors LLC
19 yearsExperience
1 stateRegistered in
$1.3BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Msh Capital Advisors LLCOct 2024 to now
- M.S. Howells & CoOct 2024 to now
- Metz & Associates PllcDec 2007 to now
- Iliad Wealth SolutionsAug 2022 to Mar 2024
- Cwm, LLCMar 2019 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Msh Capital Advisors LLC
$1.3BAssets managed
2,361Clients
20Advisers
9 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
- 5268896
- Firm CRD
- 157835