Unclaimed Profile

John Michael Demarco

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

SIE, Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66Clean record18 years registeredTRAJAN WEALTH, L.L.C.

18700 NORTH HAYDEN ROAD, SCOTTSDALE, AZ 85255CRD# 4765257Firm CRD# 158847

Profile Verification

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

Identity

John Michael Demarco · SCOTTSDALE, AZ

Registration

CRD #4765257 · TRAJAN WEALTH, L.L.C. · 18 years registered

Brand Profile

Not yet started

Career History

TRAJAN WEALTH, L.L.C.

Aug 2023 – present

CSENGE ADVISORY GROUP, LLC

Aug 2022 – Jun 2023

CLEARWATER, FL

EDWARD JONES

Apr 2016 – Jun 2022

TEMPE, AZ

CHARLES SCHWAB & CO., INC.

Jan 2012 – Apr 2016

PHOENIX, AZ

CHARLES SCHWAB & CO., INC.

Apr 2008 – Dec 2011

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · April 24, 2008

Years registered · 18

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 John Michael Demarco offer?

John Michael Demarco specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are John Michael Demarco's credentials?

John Michael Demarco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Michael Demarco located?

John Michael Demarco is based in SCOTTSDALE, Arizona, working with TRAJAN WEALTH, L.L.C.. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does John Michael Demarco charge for services?

John Michael Demarco'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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