JC
JC

Jagger Austin Colarossi

7 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

Jagger 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.
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Vanguard Advisers, INC.
December 2019 - November 2021 · 1 yr 11 mos
Vanguard Marketing CorporationBroker
February 2017 - November 2021 · 4 yrs 9 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.