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Javier Traver

Modern Wealth Management, LLC

Mesa, AZ

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-07-14
  • AZ RA
    APPROVED
    Since 2026-07-14

Branch Locations

1138 N Alma School Rd, Mesa, AZ 85201 • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • 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
Modern Wealth Management Mesa AZ 12/2025 Present
Homeslice Dana Point CA 07/2025 11/2025
Ucla Los Angeles CA 09/2021 06/2025
Modern Wealth Management Laguna Beach CA 07/2024 09/2024
Pokeworks Dana Point CA 02/2020 08/2021
Dana Hills High School Dana Point CA 09/2017 06/2021
Niguel Hills Middle School Laguna Niguel CA 09/2014 08/2017
  • 12/2025 → Present
    Modern Wealth Management
    Mesa, AZ
  • 07/2025 → 11/2025
    Homeslice
    Dana Point, CA
  • 09/2021 → 06/2025
    Ucla
    Los Angeles, CA
  • 07/2024 → 09/2024
    Modern Wealth Management
    Laguna Beach, CA
  • 02/2020 → 08/2021
    Pokeworks
    Dana Point, CA
  • 09/2017 → 06/2021
    Dana Hills High School
    Dana Point, CA
  • 09/2014 → 08/2017
    Niguel Hills Middle School
    Laguna Niguel, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-01
  • S65 Uniform Investment Adviser Law Examination
    2026-07-01

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · MESA, AZ
TRIBECA FINANCIAL, LLC · MESA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Mesa, AZ
LPL FINANCIAL LLC · Mesa, AZ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MESA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Mesa, AZ
EDWARD JONES · MESA, AZ
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