Jake Walker Travis
Investment adviser representative at Rfg Advisory, LLC
10 yearsExperience
2 statesRegistered in
$8BFirm assets
12 yearsFirm in business
Are you Jake Walker Travis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Rfg Advisory, LLCAug 2022 to now
- Private Client ServicesAug 2022 to now
- Concourse Financial Group Securities Inc Fka Proequities IncFeb 2016 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 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
- 5677301
- Firm CRD
- 158401