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Advisors / Missouri / Jefferson City
3yrs

Travis Smith

Financial advisor at State Farm Investment Management

Based in Jefferson City, Missouri, Travis Smith is a fiduciary financial advisor with 3 years of industry experience. Travis has been with State Farm Investment Management since 2024. State Farm Investment Management offers investment management and is paid through a percentage of assets.

One of 86 advisors with offices in Jefferson City, and one of 75 fiduciaries.

Jefferson City, MO 65101Fiduciary advisor
Call the officeDirections

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
Office601 E McCarty St Suite B, Jefferson City, MO 65101
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state

Services through State Farm Investment Management

Investment management for individuals and small businessesManaging mutual funds

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now

Questions to ask Travis

Tailored to Travis’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Travis

How do I contact Travis?

Call Travis’s local office at (573) 636-9040 or the State Farm Investment Management main office at (800) 447-0740, and ask for Travis Smith.

How long has Travis been a financial advisor?

Travis has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does Travis hold?

Series 63, Series 65. 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?

State Farm Investment Management reports being paid by a percentage of the assets they manage. 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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