Travis ShirleyTravis ShirleyWealth Advisor
LinkedInAbout Travis
Travis Shirley is a Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
He is the third generation of his family to pursue a career in the securities industry following his grandfather, a cotton broker, and father, Stephen Shirley, who has been a Wealth Advisor for the past 45 years. Travis employs a range of strategies including banking, lending and portfolio construction to meet each individual client’s needs.
In today’s fast-paced society, professional asset management has never been more valuable. His process utilizes a thoughtful and detailed approach to wealth planning, taking into consideration current income, tax considerations and philanthropic goals. J.P. Morgan Wealth Management enables The Shirley Group to execute their designed strategies effectively. As a team, they always strive to bring the highest level of professionalism and integrity. Travis is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Travis began his career in financial services in 1998 as an OTC Market Maker at Hambrecht & Quist. He then joined First Albany Capital where he earned the title of Vice President of Trading as a Senior Market Maker. Later, Travis joined his father at Oppenheimer & Company as a Wealth Advisor and in 2014, joined J.P. Morgan in the same capacity.
Travis is a native Californian, born and raised in Laguna Beach, and he attended St. Margaret’s Episcopal School in San Juan Capistrano. He made his way to Texas for college, attending Southern Methodist University and graduating in 1998 with a B.A. in Economics. Travis lives in Laguna Beach and enjoys paddle boarding, mountain biking and traveling in his free time.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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