Brandon Gerfen

Current Employers

Employment History

• 02/2015 → 01/2018
  Jp Morgan Securities Llc
  Longview, TX
• 01/2018 → 03/2020
  Jp Morgan Chase Bank
  Longview, TX
• 08/2013 → Present
  Big G Rental Homes Llc
  Longview, TX
• 02/2012 → 09/2017
  United States Marine Corps
  Fort Worth, TX
• 03/2020 → 11/2020
  Edward Jones
  St Louis, MO
• 04/2021 → 10/2025
  Trajan Wealth Llc
  Scottsdale, AZ
• 01/2026 → Present
  Foundations Investment Advisors, Llc
  Frisco, TX

Previous Registrations

• 2021-04-23 → 2025-11-13
  Trajan Wealth, L.L.C.
  Scottsdale, AZ
  Frisco, TX
  Southlake, TX
• 2020-05-06 → 2020-11-19
  Edward Jones
  Longview, TX
  Longview, TX
  Longview, TX
  St Louis, MO

Other Businesses

(1) BIG G RENTAL HOMES LLC; INVESTMENT RELATED; 13331 COTTAGE GROVE DR, FRISCO, TX 75033; PROPERTY COMPANY THAT INVESTS IN SINGLE FAMILY REAL ESTATE TO RENT TO INDIVIDUALS; START DATE: 8/1/2013; OWNER; HOURS PER WEEK: 5; HOURS DURING TRADING: 0; DISCUSS MAINTENANCE CONCERNS AND COORDINATE HOW TO GET ISSUES FIXED. (2) STRATUM RIDGE WEALTH PARTNERS; INVESTMENT RELATED; 6160 WARREN PKWAY., SUITE 100, FRISCO, TX 75034; INSURANCE AGENT; INSURANCE SALES, START DATE: 01/2021; APPROXIMATELY 30 HRS/MONTH; APPROX 30 HRS PER MONTH DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. (3) OVERLAY GROUP; LIMITED PARTNER (PASSIVE OWNERSHIP); 11720 AMBERPARK DR., SUITE 425, ALPHARETTA, GA 30009; OVERLAY GROUP IS AN ALTERNATIVE ASSET MANAGEMENT FIRM THAT SOURCES, STRUCTURES, AND MANAGES PRIVATE MARKET INVESTMENT OPPORTUNITIES. PASSIVE OWNER AS A LIMITED PARTNER AND HAS NO ACTIVE OR OPERATIONAL ROLE WITH THE FIRM; 11/2022; 0 HOURS/MO. DEDICATED TO THIS ACTIVITY.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-06
• S63 Uniform Securities Agent State Law Examination
  2015-06-04

Other Names

• Brandon William Gerfen