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Travis W

Series 66

Omaha, NE

J.P. Morgan Securities

Travis Washington is a financial advisor with J.P. Morgan Securities in Omaha, NE, holding a Series 66 license and six years of industry experience. His prior roles include positions at Merrill, Bank of America, and Lion Street Advisors. Outside of advising, he has been involved in operating a catering business and co-owns rental properties with his spouse. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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Michael A

Series 63, Series 66

Omaha, NE

J.P. Morgan Securities

Michael Abboud is a financial advisor with J.P. Morgan Securities in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held positions at TD Ameritrade and Aerotek. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm’s process includes an ESG eligibility framework and focuses on non-discretionary services delivered by a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Brandi M

Series 63, Series 66

Omaha, NE

J.P. Morgan Securities

Brandi Maxwell is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones and Pacific Select Distributors, among other firms, before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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