Career
Travis Jordan has been Chief Financial Officer of General Partner of Meritage Group since July 2023. Travis Jordan is a control person of the firm and directly owns under 5% of it.
Meritage Group LP is a San Francisco, CA firm with $14.1B under management, 12 clients and 27 advisers across 9 offices, as of its July 2026 filing.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Travis Jordan is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Travis Jordan
- CRD
- 4821350
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Travis Jordan work?
Travis Jordan has been Chief Financial Officer of General Partner of Meritage Group LP since July 2023, and is a control person of the firm.
Leadership at Meritage Group
- Alex MagaroCo-President/Senior Managing Director of General Partner
- Arif MawjiCo-President/Senior Managing Director of General Partner
- Nicholas MullenChief Compliance Officer of General Partner
- Laura Baxter-simonsGeneral Counsel/Compliance Officer/Senior Managing Director of General Partner
- Nathaniel SimonsChairman/Senior Managing Director of General Partner
- Kevin TagamiManaging Director/Chief Legal Officer of General Partner