Travis LeathermanTravis LeathermanSenior Client Associate
About Travis
Travis Leatherman is a Senior Client Associate at J.P. Morgan Wealth Management.
As Client Operations Concierge of The Meyers Group, Travis provides operational and account maintenance support for sophisticated clients. His responsibilities include coordinating the operational aspects of the team. Travis has a reputation for managing day-to-day activities in a steady and experienced manner.
With 10 years of experience in financial services, Travis began his career in 2014 at Wells Fargo as a Personal Banker. He then moved to First Republic, where he built a reputation for attention to detail. He joined J.P. Morgan in 2023 and is proud to deliver outstanding service.
Travis holds FINRA Series 63, 66, 6, and 7 securities licenses.
Travis lives in San Francisco with his wife, Lovisa, and cat, Milo. Outside of work, he enjoys spending time with his family at his parents' ranch and has a passion for cooking.
Insights
Markets and Economy
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read Now
Retirement
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Banking
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Family Legacy
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Wealth Planning
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Markets and Economy
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AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read NowRetirement
Options for your 401(k) when you leave a company
February 26, 2026Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowBanking
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Driving value: Lending strategies for auto collectors
February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read NowWealth Planning
What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowWealth Planning
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowBusiness Planning
Navigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowMarkets and Economy
Why AI might strain the economy before it booms
February 20, 2026Artificial intelligence (AI) could suppress demand before productivity gains are felt as adoption spreads, prompting widespread job displacement.Read NowMarkets and Economy
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February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read Now
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