Brandon
Gerfen
Trajan Wealth, L.L.C
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About this Advisor
Brandon Gerfen is a financial advisor operating in Scottsdale, Arizona with 2 years of industry experience. Gerfen is an employee of Trajan Wealth, L.L.C. Throughout their career, they have worked at Jp Morgan Securities LLC, Jp Morgan Chase Bank, Big G Rental Homes LLC, Patterson Nissan, Fenton Honda, Brown Downhole Tools LLC, United States Marine Corps, Divine Catering LLC, Edward Jones and Trajan Wealth LLC. Gerfen maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in Texas. Trajan Wealth, L.L.C is a firm operating out of Scottsdale, AZ. The investment advisory business has offices in 25 locations and a total of 86 people on staff. It controls $1 billion in total assets between its 12,343 client accounts, making it one of the larger firms in the United States by assets under management. Of its 12,343 accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. Trajan Wealth, L.L.C performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers and educational seminars. Fees for financial advice typically vary depending on the type of financial services offered. However, fees billed by Trajan Wealth, L.L.C can include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trajan Wealth, L.L.C Brokerage Details
$1,053,148,208
86
12,343
$85,324
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Educational seminars/workshops
Brandon Gerfen Work History
Brandon has been registered as a financial advisor for 2 years.*
Trajan Wealth LLC
Divine Catering LLC
Big G Rental Homes LLC
Edward Jones
Jp Morgan Securities LLC
Jp Morgan Chase Bank
Patterson Nissan
Fenton Honda
Brown Downhole Tools LLC
United States Marine Corps
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Gerfen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trajan Wealth, L.L.C
Scottsdale, AZ
Scottsdale, AZ
Gilbert, AZ
Scottsdale, AZ
Frisco, TX
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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