Advisor at Trajan Wealth, L.L.C.
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Firm
Trajan Wealth, L.L.C.
Location
Scottsdale, AZ 85255
Credentials
Series 66
Industry experience
2 years
Justin Junker is a financial advisor at Trajan Wealth, L.L.C. based in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Trajan Wealth, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. He is also involved in insurance sales as a licensed agent. Trajan Wealth primarily serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, retirement and tax planning, and access to alternative investments, tailoring its investment process to client objectives through a combination of fundamental, technical, and cyclical analysis.
Based on Trajan Wealth, L.L.C.
Based on Trajan Wealth, L.L.C.
$0+: 0.50% to 1.50% annually Smaller account sizes or additional servicing+: 1.50% to 2.00% annually
Management fee up to 2.00% plus performance or carry fee not to exceed 25% of gain in valuation on Private Market offerings.
18700 North Hayden Road, Suite 470
Scottsdale, AZ 85255
Arizona
Trajan Wealth LLC
2024 - Present (2 years)
Jpmorgan Securities LLC
2023 - 2024 (1 year)
JPMorgan Chase bank NA
2021 - 2024 (3 years)
Daniels Health
2021 - 2021 (1 year)
UnEMPLOYED
2020 - 2020 (1 year)
Omnicare
2018 - 2020 (2 years)
UnEMPLOYED
2017 - 2018 (1 year)
Insight Global
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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