Cetera Investment Advisers
35yrs
Top 8% by experience in Illinois
17yrs
Travis Roach has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Mount Zion, Illinois. Travis has been with Edward Jones since 2009. Travis holds the CFP® designation.
One of 3 advisors with offices in Mount Zion, and one of 3 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 72% of advisors at Edward Jones
Office505 Broadway St Suite D, Mount Zion, IL 62549
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowEdward JonesCurrent firm
Questions to ask Travis
Tailored to Travis’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Travis
How do I contact Travis?
Call Edward Jones at 314-515-2000 and ask for Travis Roach. Travis works from the Mount Zion, IL office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2009, about 17 years. More experience than 72% of advisors at Edward Jones.
What licenses does Travis hold?
Series 66. Tap any license on this page to see what it allows.
Is Travis a fiduciary?
Travis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Travis paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Travis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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