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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Retirement Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Legal
    • -Legal Planning
    • -Legal Advice

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Trajan Tax, LLC 2 years, 2 months Oct 2016 - Present
Foundations Investment Advisors, LLC 3 years, 6 months Mar 2015 - Sep 2018
Trajan Insurance Service,Inc. 4 months Jan 2012 - May 2012
Trajan Wealth, L.L.C. 8 years Dec 2010 - Present
Valley Financial Corporation 2 years, 3 months Mar 2010 - Jun 2012
Transamerica Financial Advisors, Inc. 6 years Apr 2004 - Apr 2010

Designations & Memberships

  • National Association of Insurance and Financial Advisors
    Membership
    National Association of Insurance and Financial Advisors
    NAIFA comprises more than 600 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Articles and Answers

Insights by Jeffrey Junior

The Trajan Advantage
Published 2013-08-14 23:17:50
Fiduciary Vs Broker
Published 2013-08-14 23:16:59
About Trajan Wealth
Published 2013-08-14 23:15:56
Bonds and Interest Rates
Published 2013-06-18 00:13:26
Reassessing Retirement Assumptions
Published 2013-05-08 11:12:55
Living Trusts: Fact vs. Fiction
Published 2013-05-08 11:16:19
Indexes (indices)
Published 2013-05-08 11:08:12
Stock Price Parameters
Published 2013-04-29 14:50:32
Understanding Stocks
Published 2013-04-29 14:33:17
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 28, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Nov 28, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Trajan Wealth, L.L.C.

    Last updated on Aug. 8, 2017
      • $135.9M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $121.2K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements