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Jacob Alexander Filipowski

Trajan Wealth, L.L.C.

Pittsburgh, PA

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
PA RA APPROVED 2026-07-28
  • PA RA
    APPROVED
    Since 2026-07-28

Branch Locations

5800 Corporate Dr. 3Rd Floor, Pittsburgh, PA 15237 • 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
Cambridge Investment Research, Inc. Fairfield IA 04/2018 04/2020
Cambridge Investment Research, Inc. Fairfield IA 06/2018 04/2020
University Of Pittsburgh Pittsburgh PA 08/2014 04/2018
Firebird's Wood Fired Grill Cranberry Township PA 05/2017 04/2018
Avonworth High School Pittsburgh PA 03/2018 05/2020
Cambridge Investment Research Advisors, Inc. Fairfield IA 10/2018 04/2020
Pnc Investments Pittsburgh PA 11/2020 12/2023
Unemployed Pittsburgh PA 06/2020 10/2020
Fisher Investments Tampa FL 12/2023 07/2026
Trajan Wealth, Llc Scottsdale AZ 07/2026 Present
  • 04/2018 → 04/2020
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2018 → 04/2020
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2014 → 04/2018
    University Of Pittsburgh
    Pittsburgh, PA
  • 05/2017 → 04/2018
    Firebird's Wood Fired Grill
    Cranberry Township, PA
  • 03/2018 → 05/2020
    Avonworth High School
    Pittsburgh, PA
  • 10/2018 → 04/2020
    Fairfield, IA
  • 11/2020 → 12/2023
    Pnc Investments
    Pittsburgh, PA
  • 06/2020 → 10/2020
    Unemployed
    Pittsburgh, PA
  • 12/2023 → 07/2026
    Tampa, FL
  • 07/2026 → Present
    Scottsdale, AZ
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-03
  • S66 Uniform Combined State Law Examination
    2018-08-03

View on SEC IAPD

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