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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trajan Wealth LLC | Client Portfolio Manager | Jul 2024 to Present | — |
| J.P. Morgan Private Bank | Investment Product Specialist | Feb 2023 to May 2023 | — |
| J.P. Morgan Private Bank | Analyst | Dec 2021 to Jan 2023 | — |
| Daniels Health | Business Development Manager | Jan 2021 to Oct 2021 | — |
| Omnicare, a CVS Health company | Field Sales Representative | Dec 2018 to Sep 2020 | — |
| Omnicare, a CVS Health company | Inside Sales Associate | Mar 2018 to Dec 2018 | — |
| Insight Global | Professional Recruiter | Mar 2016 to Oct 2017 | — |
| Hills Properties | Leasing Manager | May 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)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Phoenix, AZ , United States | |
D David Busch | Co-Chief Investment Officer | Scottsdale, AZ , United States |
| Portfolio Manager | Paradise Valley, AZ , United States | |
| Portfolio Manager | Scottsdale, AZ , United States | |
| Senior Portfolio Manager | New York, NY , United States | |
P Patricia Pellett | Client Portfolio Manager | Scottsdale, AZ , United States |
| Portfolio Manager | Tampa, FL , United States | |
| Portfolio Manager | Scottsdale, AZ , United States | |
T Thomas Kelleher | Client Portfolio Manager | Phoenix, AZ , United States |
| Chief Investment Officer | Scottsdale, AZ , United States |
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M Michael Cheung | Portfolio Manager and Head of Quantitative Research | Redwood Investment Management, LLC | Los Angeles, CA , United States |
| Managing Partner, Portfolio Manager | Redwood Investment Management, LLC | Scottsdale, AZ , United States |