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Jesse Travis
President / Financial Advisor at GPS Wealth Strategies
Jesse Travis is a skilled Financial Advisor with expertise in managing small and medium-sized business account services and acquisitions. With a focus on compliance and training programs, Jesse operates within the guidelines set by Cambridge Investment Research, Inc. As a Registered Representative, Jesse offers securities through Cambridge Investment Research, Inc. and advisory services through Cambridge Investment Research Advisors, Inc.
Jesse's professional specializations include Employee Benefit Plan setup and management, Retirement Plans and Planning, Investments and Securities, Annuities and Mutual Funds, Life and Health Insurance, Long-Term Care Insurance, and Disability Insurance. With a comprehensive background in financial training and education, Jesse is well-equipped to provide personalized investment advice for clients.
Jesse Travis holds a High School Diploma with Honors from Clint High School, a Bachelor of Business Administration (BBA) and a Bachelor of Arts (B.A.) from New Mexico State University. Additionally, Jesse has pursued advanced financial training at the Greico Financial Training Institute, further enhancing their skills and knowledge in the field.
As a Financial Advisor with Cambridge Investment Research and the Owner of GPS Wealth Strategies, Jesse Travis leverages their experience and expertise to assist clients in achieving their financial goals. Through a client-centric approach and a focus on professionalism, Jesse is dedicated to providing top-notch financial services to individuals and businesses alike.