Jeff Junior Email & Phone Number
Chief Executive Officer @ Trajan Wealth LLC
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Jeff Junior Location
- Scottsdale, AZ, US
Jeff Junior Work
- 2002 -now Chief Executive Officer @
- 2010 -2013 President @ Valley Financial Corporation
- 2004 -2010 Financial Advisor | Officer of Supervisory Jurisdiction @
- 2002 -2004 Financial Advisor @
- 1993 -1997 Marine @
Jeff Junior Education
- Campbell University
(Business)
1993-1997
Jeff Junior Skills
- Insurance
- Fixed Annuities
- Investments
- Retirement
- Retirement Planning
- Employee Benefits
- 401k
- 401k Rollovers
- Money Management
- Income Planning
- Fixed Income Portfolio Management
- Fixed Income Strategies
- Variable Annuities
- Indexed Annuities
- Annuity Sales
- Equity Indexed Annuities
- Mutual Funds
- Financial Advisory
- Strategic Financial Planning
- Wealth
- Investment Advisory
- Series 7
- Finance
- Life Insurance
- Securities
- Financial Goals
- Disability Insurance
- Financial Services
- Portfolio Management
- Health Insurance
- IRAs
- Financial Planners
- Term Life Insurance
- Long-term Care
- Estate Planning
- Series 63
- Financial Planning
- Long Term Care Insurance
- 401(k) Retirement Savings Plans
- Wealth Management
- Sales
- Government
- 401K Retirement Savings Plans
- Strategic Planning
- Fixed Income Portfolio
- Customer Service
- Long Term Care
- Project Management
- Strategic Financial
- Research
- Public Speaking
- 401 Retirement Savings Plans
Jeff Junior Summary
- Jeff Junior, based in Scottsdale, AZ, US, is currently a Chief Executive Officer at Trajan Wealth LLC. Jeff Junior brings experience from previous roles at Valley Financial Corporation, Transamerica Financial Advisors, Inc., National Planning Corporation (NPC) and United States Marine Corps. Jeff Junior holds a 1993 - 1997 Campbell University. With a robust skill set that includes Insurance, Fixed Annuities, Investments, Retirement, Retirement Planning and more. Jeff Junior has 2 emails and 2 mobile phone numbers on RocketReach.
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Others Named Jeff Junior
Jeff Junior
Chief Executive Officer
Scottsdale, AZ, US
Top Trajan Wealth LLC Employees
Rebecca Hollingsworth
Creative Strategy Manager
Phoenix, AZ, US
Matthew Coffina
Senior Portfolio Manager
New York, NY, US
Diane Woolley
Chief Administrative Officer (CAO)
Scottsdale, AZ, US
Jeff Junior
Chief Executive Officer
Scottsdale, AZ, US
Amy Rhodes
Chief Marketing Officer
Phoenix, AZ, US
Darrin Hansen
Portfolio Manager
Las Vegas, NV, US
Justin Junker
Client Portfolio Manager
Scottsdale, AZ, US
Nettie Sanchez
Estate Planning Attorney
Scottsdale, AZ, US
Chad Countryman
Principal Architect
Phoenix, AZ, US
Cody Hall
Portfolio Manager
Addison, TX, US
Ryan Devaughn
Portfolio Manager
Tampa, FL, US
David Busch
Co-Chief Investment Officer
Scottsdale, AZ, US
John Demarco
Chief Compliance Officer
United States
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