JJ
Jeff Junior
Ceo And Independent Financial Advisor at Trajan Wealth
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Work Experience
Ceo And Independent Financial Advisor
Sep 2002 - Present · 22 years and 4 months
Valley Financial Corporation
President
Mar 2010 - Mar 2013 · 3 years
Financial Advisor | Officer Of Supervisory Jurisdiction
Apr 2004 - Apr 2010 · 6 years
Company Details
51-200 Employees
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on your options. Speak to our fiduciary advisors today.
Year Founded
2012
Social Media
LinkedinFacebookTwitterInstagram
Industry
Financial Services, Business Financial Services
HQ Location
7702 E. Doubletree Ranch Road #100 Scottsdale, AZ 85258, US
Keywords
Money ManagementIncome PlanningAnnuitiesInsurance401(k) PlanningRetirement planningEstate PlanningWillsTrustsTax planning
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