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Jennifer Christa Bennett

Trajan Wealth, L.L.C.

Scottsdale, AZ

Scottsdale, AZ

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Current Employers
Trajan Wealth, L.L.C.

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-01
FL RA APPROVED 2023-05-10
  • AZ RA
    APPROVED
    Since 2025-10-01
  • FL RA
    APPROVED
    Since 2023-05-10

Branch Locations

18700 N Hayden Rd, Scottsdale, AZ 85255 • United States

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Woodside CA 01/2008 07/2021
Unemployed Vancouver WA 07/2021 04/2022
Personal Capital Advisors Corporation Vancouver WA 04/2022 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 04/2023
Trajan Wealth, L.L.C. Scottsdale AZ 04/2023 Present
Previous Registrations
  • 2023-04-03 → 2023-10-16
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 2022-04-08 → 2023-04-03
    Personal Capital Advisors Corporation
    St. Augustine, FL
    Greenwood Village, CO
    Vancouver, WA
  • 2012-05-23 → 2021-07-23
    Fisher Investments
    Camas, WA
    Plano, TX
Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-22
  • S65 Uniform Investment Adviser Law Examination
    2012-05-22
Other Names
  • Jennifer Christa Wood

View on SEC IAPD

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