TRAJAN WEALTH, L.L.C. of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 158847). Regulatory assets under management: $2.6B.
Compensation: % of AUM, Performance, Other.
Clients served: High net worth, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Jeffrey Brent Junior | MANAGING MEMBER | — |
| Shane Ryan Mcgreevy | COO | — |
| John Michael Demarco | CHIEF COMPLIANCE OFFICER | — |
| DEMARCO JOHN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| C'DEBACA ERNEST JOHN | GENERAL COUNSEL | — |
| JUNIOR JEFFREY BRENT | MANAGING MEMBER; MANAGING MEMBER AND CCO; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MCGREEVY SHANE RYAN | CHIEF COMPLIANCE OFFICER; COO | — |