Travis Beckett

Financial Consultant

Travis Beckett possesses a diverse background in financial services, including roles as J.P. Morgan Private Client Advisor and Private Client Banker at JPMorgan Chase Bank, N.A. from August 2022 to June 2023, where responsibilities included small business specialization and management duties. Prior experience includes various positions as Planning Consultant, Investment Consultant, and Financial Consultant at Fidelity Investments from December 2024 to June 2025, as well as serving as a Financial Services Professional with NYLIFE Securities LLC from July 2017 to April 2018. Travis Beckett holds a Bachelor of Arts in Political Science and Government from The Ohio State University, earned in 2015.

Location

Westerville, United States

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