About Trajan

As an independent registered investment advisory (RIA) firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios. In addition, we partner with independent attorneys that focus exclusively on estate planning law. 

People

Founded in 2012, Trajan Wealth is an independent financial services company with thousands of clients that we’ve helped.

Carol square
Trajan Wealth, Scottsdale

Local First

We are based in Scottsdale, Arizona. We focus on hiring local vendors and giving back the communities our offices are located in.

Team Work

Despite our decade of experience, our full service team actually starts with you. We consider our clients to be a part of the team.

Jeff and client

Come meet us In Person - Or Schedule a Virtual Appointment

By the way...

Jeff's last Name IS Junior. Really.

Jeff Junior is the founder and president of Trajan Wealth, with over two decades of experience in the financial services profession. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients. He’s also heard a lot of dad jokes about being “Junior”.

Trajan was a Roman Emperor.

Marcus Augustus, also known as Trajan, was credited for the largest growth in the Roman Empire. He reigned from 98 to 117 AD and introduced programs to helped reduce taxation. Like the emperor, Trajan Wealth’s values include reducing costs and minimizing your tax burden.

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