Unclaimed Profile

Jeffrey Butler Travis

WINSLOW ASSET MANAGEMENT INC·BEACHWOOD, Ohio

Clean record20 years registeredWINSLOW ASSET MANAGEMENT INC

3333 RICHMOND RD #180, BEACHWOOD, OH 44122CRD# 5161258Firm CRD# 106337

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Butler Travis · BEACHWOOD, OH

Registration

CRD #5161258 · WINSLOW ASSET MANAGEMENT INC · 20 years registered

Brand Profile

Not yet started

Career History

OAK ASSOCIATES LTD

Apr 2022 – present

WINSLOW ASSET MANAGEMENT INC

Dec 2009 – Oct 2025

BEACHWOOD, OH

BROADLEAF PARTNERS, LLC

Jun 2006 – Aug 2009

HUDSON, OH

Registrations & Exams

Registration record

First registered · June 16, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINSLOW ASSET MANAGEMENT INC

CRD 106337 · SEC 801-41392

AUM

$586M

Regulatory assets under management

Employees

140 client accounts

Services offered by WINSLOW ASSET MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WINSLOW ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Butler Travis offer?

Jeffrey Butler Travis specializes in Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Jeffrey Butler Travis's credentials?

Jeffrey Butler Travis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Butler Travis located?

Jeffrey Butler Travis is based in BEACHWOOD, Ohio, working with WINSLOW ASSET MANAGEMENT INC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does Jeffrey Butler Travis charge for services?

Jeffrey Butler Travis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINSLOW ASSET MANAGEMENT INC?

WINSLOW ASSET MANAGEMENT INC has approximately 7 employees and manages $586M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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