Jeremy Travis

Portfolio Manager-Equities at

Capital Advisors, Inc. (Oklahoma)

Finance

Consumer Services

Profile

Mr. Jeremy Travis is a Senior 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 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’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies.	Portfolio Manager-Equities	01/02/2018

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Private companies	2
Capital Advisors, Inc. (Oklahoma) Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies.	Finance
Northeastern State University Northeastern State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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