Jennifer Christa Bennett

Trajan Wealth, L.L.C.

12 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth

Trajan Wealth, L.L.C.

Compensation

Fee-Only (AUM)

Firm Size

40 advisors

Number of Clients

8,955 clients

Average Client Portfolio

$220K average

Assets Under Management

$2.0B

Fee Structure

Financial Planning:Investment management only

Location

18700 N Hayden Rd, Scottsdale, AZ, 85255

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Jennifer works as an insurance agent, selling various insurance products. This investment-related activity takes about a quarter of her time and occurs during trading hours.

Employment History

Current Registrations

Trajan Wealth, L.L.C.

May 2023 - Present · 2 yrs 9 mos

Previous Registrations

Empower Advisory Group, LLC

April 2023 - October 2023 · 6 mos

Personal Capital Advisors Corporation

April 2022 - April 2023 · 1 yr

Fisher Investments

May 2012 - July 2021 · 9 yrs 2 mos

State Registrations2 states

AZFL

Advisor

Exams

No exam information available for this advisor.