Jeff Junior
Chief Executive Officer @Trajan Wealth LLC
Signup · Get unlimited contacts
WORK HISTORY
Chief Executive Officer @Trajan Wealth LLC
Founder and CEO, Trajan Wealth(Phoenix, Arizona | 2012 – Present)Leading a dynamic culture as an independent Registered Investment Advisor (RIA) firm committed to fiduciary excellence and ultra-personalized financial planning over 50 offices.Key Achievements & Leadership:• Aggressive Growth & Resilience: Strategically scaled the firm, resulting in recognition as one of USA TODAY\'s fastest-growing companies for 3 consecutive years.• Recognized as a Top Place to Work in 2024 and 2025.• Grown to over $3B advise and managed accounts• Integrated Solutions: Established a uniquely integrated approach by incorporating in-house estate planning attorneys, tax strategists and private market opportunities - to optimize every facet of a client\'s financial life.• Thought Leadership: Developed and sustained the firm’s core brand attributes through unwavering commitment to educating and empowering clients, prioritizing their interests above all else.Executive Producer & Host, Retirement on the Brink (Yellow Footprints Production)(National Documentary Release | 2024)Served as the driving force behind this influential documentary, delivering crucial insights and real stories to help secure financial futures, reinforcing the brand\'s educational mission.Creator and Host, Plan Smarter. Dream Bigger.(Select Markets | Ongoing)Conceptualized and host this financial program, providing deep insight into complex industry topics and featuring financial and educational experts to ensure audiences receive authoritative and actionable strategies.Author, Culture at the Core(Published 2025)Collection of leadership philosophies on how to build a strong, resilient, and enduring team culture—the operational core necessary to deliver exceptional client service.FEATURED SKILLS:• Fiduciary Wealth Management• Strategic Business Scaling• Financial Education & Content Creation• Executive Leadership & Culture Building• Tax and Estate Planning Integration• Process Optimization
EDUCATION
Campbell University
Business
SKILLS
ABOUT JEFF JUNIOR
I believe everyone deserves a clear, confident path to financial peace. My journey began in Antigo, Wisconsin, where I learned the value of hard work, discipline, and integrity. Those lessons grew even stronger during my service in the U.S. Marine Corps—an experience that shaped my leadership and my commitment to putting others first.With nearly three decades in financial and insurance services, I founded Trajan Wealth in 2012 with a simple mission:Build a fiduciary firm rooted in trust, transparency, and a genuine desire to help people—not just manage money.As an independent firm, our loyalty is always to the client. That belief became the foundation for what is now the Trajan family of companies:• Trajan Wealth — Independent fiduciary advice focused on clarity, discipline, and long-term planning.• Trajan Estate — Estate planning designed to protect families, avoid probate, and preserve legacies.• Trajan Tax — Integrated tax planning and preparation aligned with investment and estate strategies.These divisions work together to provide families with comprehensive, coordinated guidance—without the silos or conflicts found in traditional firms.I also believe that Trajan was built on the belief that great companies aren’t built by accident — they’re built by great people. Our employees are the engine of our success. Through the Trajan Creed, our Trajanite values, and the principles in my book Culture at the Core, we’ve created an environment where people grow, take ownership, and thrive. When our people win, our clients win.That focus on service and culture has led to meaningful growth:• Over 50+ offices nationwide• Recognized as a Top Place to Work for two consecutive years• Named to USA TODAY’s Fastest-Growing Companies for three consecutive years (Top 500 of RIAs)Education is central to our mission. As host of Plan Smarter. Dream Bigger. and Executive Producer of Retirement on the Brink, my goal is to simplify complex financial topics so people feel empowered, not overwhelmed.At Trajan, we don’t just manage wealth—we help families build lasting legacies and futures they can feel confident about. Plan Smarter. Dream Bigger.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.