Welcome to The Trajan Wealth Investment Team
Despite our decade of experience, our full service team actually starts with you, our client. Starting on a foundation of mutual respect and understanding, we dedicate the time needed to listen to your goals and educate you on the options. As a boutique firm, we have the ability to customize the portfolio to meet your own unique goals.
Jeffrey B. Junior
Jeff Junior has spent nearly 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. A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. Jeff is a decorated Desert Storm veteran of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit. Obtaining his degree in 1997 from Campbell University in Buies Creek, NC, he immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner and now president of Trajan Wealth. Jeff’s 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.