Christopher
Johnson

Trajan Wealth, L.L.C

CRD#5187990
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Christopher Johnson is a financial advisor based in Scottsdale, Arizona with 2 years of relevant experience. Johnson currently works for Trajan Wealth, L.L.C. Johnson has gained experience at Alpine Bank Na, First National Bank & Trust Co. Of Iron Mountain, Home State Bank, N.A, Investment Centers Of America, National Planning Corporation, Southwest Investment Advisors, Inc, Compass Planning Group, Lpl Financial LLC, Trajan Wealth, LLC, Raytheon Technologies and Target Distribution Center. Johnson holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona. Trajan Wealth, L.L.C is a registered investment company that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 25 locations and a total of 86 employees. It handles $1 billion in assets among its 12,343 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 12,343 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on the type of services. Fees billed by Trajan Wealth, L.L.C likely include any combination of asset-based and other fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

7702 E. Doubletree Ranch Road Suite 100
Scottsdale, AZ 85258

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Trajan Wealth, L.L.C Brokerage Details

Total Assets Under Management

$1,053,148,208

AZ Average: $1,555,372,352
Total Number of Employees

86

AZ Average: 37
Total Number of Accounts

12,343

AZ Average: 1,370
Average Account Size

$85,324

AZ Average: $1,135,308

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

Christopher Johnson Work History

Christopher has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Trajan Wealth, LLC

2019 - 2021 (2 years)

Raytheon Technologies

2018 - 2019 (1 year)

Target Distribution Center

2017 - 2017 (< 1 year)

National Planning Corporation

2017 - 2018 (1 year)

Southwest Investment Advisors, Inc

2017 - 2018 (1 year)

Lpl Financial LLC

2016 - 2017 (1 year)

Investment Centers Of America

2016 - 2017 (1 year)

Compass Planning Group

2015 - 2016 (1 year)

Home State Bank, N.A

2014 - 2015 (1 year)

Alpine Bank Na

2008 - 2014 (6 years)

First National Bank & Trust Co. Of Iron Mountain

*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 Christopher Johnson 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

Daniel Harmeyer
Scottsdale, AZ
Logan Woodruff
Gilbert, AZ
Andrew Justice
Scottsdale, AZ
Arrin Crain
Scottsdale, AZ
Chris Brefeld
Tampa, FL
Trevor Stauffer
Scottsdale, AZ
Brandon Gerfen
Scottsdale, AZ
Michael Collins
Frisco, TX

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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