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Justin Junker

Justin Junker

Client Portfolio Manager at Trajan Wealth LLC

Scottsdale, AZ , United States

About

Justin Junker is a Client Portfolio Manager at Trajan Wealth LLC in Scottsdale, AZ, where he specializes in private wealth management and fiduciary advising for individual and institutional clients. At Trajan Wealth, he is responsible for portfolio management and works as part of the Portfolio Management Group, focusing on tailored investment strategies to meet clients' long-term objectives. His work involves overseeing asset allocations, performance analysis, and facilitating clients' legacy planning goals with a fiduciary approach.

Justin's investment expertise encompasses a broad range of asset classes, including equities, fixed income, and alternative investments, with specific experience in private banking and portfolio construction for high-net-worth clientele. Prior to joining Trajan Wealth in 2024, he held roles at J.P. Morgan Private Bank as an Investment Product Specialist and Analyst, developing skills in market analysis, investment product selection, and client servicing for sophisticated portfolios.

Justin holds a Bachelor of Business Administration in Real Estate & Marketing from the University of Cincinnati Carl H. Lindner College of Business, establishing a strong foundation in finance, investment analysis, and real estate sectors. With over a decade in financial advisory roles, his notable contributions include optimizing multi-asset portfolios and assisting clients in strategic financial planning within the wealth management sector.

Career History

OrganizationRoleDate RangeDetails
Trajan Wealth LLCClient Portfolio ManagerJul 2024 to Present
J.P. Morgan Private BankInvestment Product SpecialistFeb 2023 to May 2023
J.P. Morgan Private BankAnalystDec 2021 to Jan 2023
Daniels HealthBusiness Development ManagerJan 2021 to Oct 2021
Omnicare, a CVS Health companyField Sales RepresentativeDec 2018 to Sep 2020
Omnicare, a CVS Health companyInside Sales AssociateMar 2018 to Dec 2018
Insight GlobalProfessional RecruiterMar 2016 to Oct 2017
Hills PropertiesLeasing ManagerMay 2013 to Feb 2016

Education

University of Cincinnati Carl H. Lindner College of Business

Bachelor of Business Administration (B.B.A.), Real Estate & Marketing

Walnut Hills High School

Others at Trajan Wealth LLC (14)

NameRoleLocation
Chfc® Simmons
Chfc® Simmons
Portfolio ManagerPhoenix, AZ , United States
D
David Busch
Co-Chief Investment OfficerScottsdale, AZ , United States
Fred Medina
Fred Medina
Portfolio ManagerParadise Valley, AZ , United States
Jennifer Bennett
Jennifer Bennett
Portfolio ManagerScottsdale, AZ , United States
Matthew Coffina
Matthew Coffina
Senior Portfolio ManagerNew York, NY , United States
P
Patricia Pellett
Client Portfolio ManagerScottsdale, AZ , United States
Ryan Devaughn
Ryan Devaughn
Portfolio ManagerTampa, FL , United States
Sam Gabrielson
Sam Gabrielson
Portfolio ManagerScottsdale, AZ , United States
T
Thomas Kelleher
Client Portfolio ManagerPhoenix, AZ , United States
Udayan Mitra
Udayan Mitra
Chief Investment OfficerScottsdale, AZ , United States
Showing 1-10 of 14 team members

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