Jeffrey
Gonzales
Trajan Wealth, L.L.C
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About this Advisor
Jeffrey Gonzales is a financial advisor who works out of Scottsdale, Arizona who has 2 years of relevant experience. Gonzales works at Trajan Wealth, L.L.C. Over the course of their career, they have held roles at New York Life Insurance Co, Nylife Securities LLC, Badger Gear, Inc, Wells Fargo Clearing Services, Wells Fargo Bank, Trajan Wealth, L.L.C, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Gonzales holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Texas. Trajan Wealth, L.L.C is an advisory firm that has its headquarters in Scottsdale, AZ. It has offices in 25 locations and a total of 86 advisors. It manages $1 billion in assets across its 12,343 accounts, placing it among the larger firms in the United States by assets under management. Of its 12,343 customer accounts, just 3% are held by high-net-worth individuals who have more than $1 million in investable assets. Trajan Wealth, L.L.C provides a wide assortment 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. Financial management fees usually vary depending on which services the firm provides the client. Fee types charged by Trajan Wealth, L.L.C may include any 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
Jeffrey Gonzales Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Trajan Wealth, L.L.C
Badger Gear, Inc
New York Life Insurance Co
Nylife Securities LLC
Wells Fargo Clearing Services
Wells Fargo Bank
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
*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 Jeffrey Gonzales 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
Scottsdale, AZ
Scottsdale, AZ
Tampa, FL
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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