Trajan Wealth, L.L.C. (SEC-registered fiduciary Investment Adviser, CRD #158847, SEC File #801-100392) operates its Northeast Florida and Clay County regional advisory office at Wells Lake Plaza III on Crossing Boulevard in Orange Park, Florida (32073). Founded in 2012 by U.S. Marine Corps veteran and CEO Jeff Junior and staffed in Orange Park by Fiduciary Financial Advisor Jesse Gordon Bradley (CRD #6324090), the veteran-founded RIA serves Clay County military retirees, state and school district employees, and pre-retirees across Orange Park, Fleming Island, Middleburg, and Green Cove Springs with fiduciary portfolio management, 401(k)/TSP/FRS DROP rollovers, tax-minimization strategies, and coordinated revocable living trust and estate planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Trajan Wealth, L.L.C. (CRD #158847); SEC IAPD Individual Profile — Jesse Gordon Bradley (CRD #6324090); Trajan Wealth Official Website — Orange Park, Florida Location
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-100392; veteran-founded SEC-registered fiduciary Registered Investment Adviser with its Clay County office at 330 Crossing Blvd, 1st Floor (Wells Lake Plaza III), Orange Park, FL 32073.
Issuer: SEC IAPD
Notes: Staffed in Orange Park by Fiduciary Financial Advisor Jesse Gordon Bradley (CRD #6324090).
Factual details and direct answers about Trajan Wealth, LLC (Orange Park Office)'s services, licensing, and credentials.
Is Trajan Wealth in Orange Park an SEC-registered fiduciary firm?
Yes. Trajan Wealth, L.L.C. is registered directly with the U.S. Securities and Exchange Commission as a fiduciary Investment Adviser under CRD #158847 and SEC File #801-100392, legally obligating its Orange Park advisors to act in clients' best financial interests.
How does Trajan Wealth assist Clay County military veterans and public-sector retirees?
Founded by U.S. Marine Corps veteran Jeff Junior and staffed locally at 330 Crossing Boulevard by advisor Jesse G. Bradley (CRD #6324090), the Orange Park office helps NAS Jacksonville and Camp Blanding military retirees as well as Clay County FRS participants coordinate TSP and DROP rollovers, pension survivorship elections, tax-efficient withdrawals, and estate trusts.
Where is Trajan Wealth's Clay County office located?
The office is located on the 1st Floor of the Wells Lake Plaza III building at 330 Crossing Boulevard, Orange Park, Florida 32073, off Wells Road and Blanding Boulevard.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.