JD
JD

John Michael Demarco

21 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
40 advisors
Number of Clients
8,955 clients
Average Client Portfolio
$220K average
Assets Under Management
$2.0B

Fee Structure

Financial Planning:Investment management only
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Location

18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John works as an insurance agent, selling various insurance products. This takes about a quarter of his time and occurs during trading hours.

Employment History
Current Registrations
Trajan Wealth, L.L.C.
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Csenge Advisory Group, LLC
August 2022 - June 2023 · 10 mos
Lion Street Financial, LLCBroker
July 2022 - June 2023 · 11 mos
Edward Jones
April 2016 - June 2022 · 6 yrs 2 mos
Edward JonesBroker
March 2016 - June 2022 · 6 yrs 3 mos
Charles Schwab & CO., INC.
January 2012 - April 2016 · 4 yrs 3 mos
Charles Schwab & CO., INC.Broker
April 2008 - April 2016 · 8 yrs
Charles Schwab & CO., INC.
April 2008 - December 2011 · 3 yrs 8 mos
American General Securities IncorporatedBroker
December 2007 - May 2008 · 5 mos
Aig Financial Advisors, INC.Broker
May 2006 - January 2008 · 1 yr 8 mos
USAA Investment Management CompanyBroker
September 2004 - May 2006 · 1 yr 8 mos
Vanguard Marketing CorporationBroker
March 2004 - August 2004 · 5 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.