TrueAdvisor
TrueAdvisor
JT
JT

James Joseph Travisano

Covington & Associates, INC.
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Covington & Associates, INC.
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
43 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$279.5M

Fee Structure

Financial Planning:Investment management only

Location

597 Westfield Ave, Westfield, NJ, 07090-3300

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Covington & Associates, INC.
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Covington & Associates, INC.
February 2012 - December 2022 · 10 yrs 10 mos
Citigroup Global Markets INC.
November 2010 - January 2012 · 1 yr 2 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.