Unclaimed
Justin Junker is an investment advisor representative who is currently registered with Trajan Wealth, LLC in Scottsdale, Arizona. Justin is active in both the state of Arizona and the federal level. Previously, Justin Junker worked with J.P. MORGAN SECURITIES LLC in Houston, Texas. Justin has 2 product exams and 1 state exam. Justin also holds an insurance agent license and provides insurance sales advice. Justin's firm, Trajan Wealth, LLC, provides financial planning, portfolio management for individuals and investment companies, and educational seminars to their clients. The firm manages over $1 billion in assets for over 13,000 clients. Justin has a history of working in financial services, including positions at JPMorgan Chase Bank NA and Daniels Health.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
1
2
AZ
07/09/2024 - Present
Trajan Wealth, LLC (SCOTTSDALE AZ)
TX
06/22/2023 - 05/11/2024
J.P. MORGAN SECURITIES LLC (Houston TX)
BOTH
Issued 10/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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