Travis Waiton, financial advisor Bend OR

Travis Waiton

CRD Number: 5499472
Current Firm: Edward Jones
Compensation Model: Both

Travis Waiton (CRD# 5499472) is an Investment Advisor Representative working at Edward Jones in Bend, OR and has 2 year of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2014 - Current 6
Bank Of The Cascades Bend, OR Oct 2012 - Jul 2014 1
Wells Fargo Bank Bend, OR Oct 2006 - Oct 2012 6
Wells Fargo Investments Bend, OR Feb 2008 - Feb 2008 < 1
Wells Fargo Bank Santa Barbara, CA May 2004 - Oct 2006 2
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Sep 2014
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Travis M. Waiton
Phone Number: 314-515-2000
Registered State(s):
  • OR
  • CA
  • AZ
  • WA
  • CO
  • ID
  • SC
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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