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