Trajan Wealth Founder & CEO
"Over commit to solve other people's problems. Regardless of our title, it's all about helping your fellow employee, client or prospect."
Marine CORP to finance: Service to Others
Jeff Junior 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 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.
His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.
Jeff’s story is not complete without covering Trajan Wealth’s history. Trajan Wealth became established as a full-service money management firm in 2012. Our first office started in Scottsdale, AZ with three employees and has grown exponentially since then to serve client’s best interests as a fiduciary firm.