Profil
Mr. Jeffrey B.
Junior is a Founder & Chief Executive Officer at Trajan Wealth LLC.
He is also President and Owner of Trajan Wealth.
He has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape.
He has served corporations large and small in roles such as Financial Advisor, Vice President, Senior Partner.
He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.
He is an active member of the National Association of Insurance and Financial Advisors.
He obtained his degree in 1997 from Campbell University in Buies Creek, NC.
Postes actifs de Jeff Junior
| Sociétés | Poste | Début |
|---|---|---|
Trajan Wealth LLC
 Trajan Wealth LLC Investment ManagersFinance Trajan Wealth LLC is an independent registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded by Jeff Junior in 2010 as Valley Financial Wealth Management LLC. It offers investment advisory services to a wide variety of clients. | Directeur Général | 01/01/2010 |
Formation de Jeff Junior
| Campbell University | Undergraduate Degree |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Trajan Wealth LLC
Trajan Wealth LLC Investment ManagersFinance Trajan Wealth LLC is an independent registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded by Jeff Junior in 2010 as Valley Financial Wealth Management LLC. It offers investment advisory services to a wide variety of clients. | Finance |
