Jake Travis

Director of Compliance & Supervision at RFG Advisory

Jake Travis is currently the Director of Compliance and Supervision at RFG Advisory, where Jake oversees investment advisory and retirement plan activities. Prior to this, Jake worked as a Surveillance Manager at Concourse Financial Group, managing risk assessments and compliance reviews. Additionally, Jake has experience as a Branch Auditor, Surveillance Officer, Brokerage Representative at BBVA Compass, and Loan Coordinator at Renasant Bank. Jake graduated from The University of Alabama with a Bachelor of Science in Finance.

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Timeline

  • Director of Compliance & Supervision

    Current role