Unclaimed Profile

Jeffrey Brent Junior

TRAJAN WEALTH, L.L.C.·SCOTTSDALE, Arizona

Series 6, Series 26, Series 63, Series 65Clean record14 years registeredTRAJAN WEALTH, L.L.C.

18700 NORTH HAYDEN ROAD, SCOTTSDALE, AZ 85255CRD# 2940593Firm CRD# 158847

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Brent Junior · SCOTTSDALE, AZ

Registration

CRD #2940593 · TRAJAN WEALTH, L.L.C. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRAJAN WEALTH, L.L.C.

FOUNDATIONS INVESTMENT ADVISORS LLC

Mar 2015 – Nov 2018

SCOTTSDALE, AZ

TRAJAN WEALTH, L.L.C.

Jul 2012 – Aug 2024

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · July 19, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRAJAN WEALTH, L.L.C.

CRD 158847 · SEC 801-100392

AUM

$1.4B

Regulatory assets under management

Employees

102

13,372 client accounts

Services offered by TRAJAN WEALTH, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRAJAN WEALTH, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Brent Junior offer?

Jeffrey Brent Junior specializes in Financial Planning, Investment Management.

What are Jeffrey Brent Junior's credentials?

Jeffrey Brent Junior is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Brent Junior located?

Jeffrey Brent Junior is based in SCOTTSDALE, Arizona, last registered with TRAJAN WEALTH, L.L.C..

How does Jeffrey Brent Junior charge for services?

Jeffrey Brent Junior's firm is compensated through percentage of aum, performance-based fees, other: 1031 advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRAJAN WEALTH, L.L.C.?

TRAJAN WEALTH, L.L.C. has approximately 102 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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