John M. Demarco

TRAJAN WEALTH, L.L.C.

Scottsdale, AZ 85255

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CRD#: 4765257

Professional summary

John Michael Demarco, who also goes by John M Demarco Jr, John M Demarco, John Michael Demarco, John Demarco, is a registered financial advisor currently at TRAJAN WEALTH, L.L.C. located in Scottsdale, Arizona.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John M Demarco Jr | John M Demarco | John Michael Demarco | John Demarco

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Demarco's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 4, 2023 - Present

TRAJAN WEALTH, L.L.C.

Office #1: 18700 North Hayden Road Suite 470, Scottsdale, AZ 85255

RIA

CRD#: 158847

Scottsdale, AZ

Past

August 11, 2022 - June 23, 2023

CSENGE ADVISORY GROUP, LLC

RIA

CRD#: 131167

CLEARWATER, FL

Past

July 13, 2022 - June 26, 2023

LION STREET FINANCIAL, LLC

CRD#: 165828

Clearwater, FL

Past

April 11, 2016 - June 27, 2022

EDWARD JONES

RIA

CRD#: 250

TEMPE, AZ

Past

March 23, 2016 - June 27, 2022

EDWARD JONES

CRD#: 250

TEMPE, AZ

Past

January 3, 2012 - April 4, 2016

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

PHOENIX, AZ

Past

April 24, 2008 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

PHOENIX, AZ

Past

April 24, 2008 - April 4, 2016

CHARLES SCHWAB & CO., INC.

CRD#: 5393

PHOENIX, AZ

Past

December 20, 2007 - May 15, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

May 16, 2006 - January 16, 2008

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

September 2, 2004 - May 8, 2006

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

PHOENIX, AZ

Past

March 15, 2004 - August 2, 2004

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRAJAN WEALTH, L.L.C.

TRAJAN WEALTH, L.L.C. | VALLEY FINANCIAL WEALTH MANAGEMENT, L.L.C.

CRD#: 158847 / SEC#: 801-100392

RIA

Registered Investment Advisory firm - (6/29/2015 Approved)

California

Registered Investment Advisory firm - (5/25/2016 Terminated)

Colorado

Registered Investment Advisory firm - (4/28/2016 Terminated)

Texas

Registered Investment Advisory firm - (11/14/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/4/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/22/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/18/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/11/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/11/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/13/2016

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/18/2016

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 8/29/2006

General Securities Principal Examination

Current Firm

TRAJAN WEALTH, L.L.C.

TRAJAN WEALTH, L.L.C. | VALLEY FINANCIAL WEALTH MANAGEMENT, L.L.C.

CRD#: 158847 / SEC#: 801-100392

RIA

Registered Investment Advisory firm - (6/29/2015 Approved)

California

Registered Investment Advisory firm - (5/25/2016 Terminated)

Colorado

Registered Investment Advisory firm - (4/28/2016 Terminated)

Texas

Registered Investment Advisory firm - (11/14/2012 Terminated)

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Contact information

Main Address

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 990-3300

Established

Firm type

Fiscal year end

# of Employees

125

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A (8/21/2025)

Regulatory assets under management

Total Number of Accounts	15,595
AUM (Assets Under Management)	$ 1,969,683,196

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John M. Demarco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Demarco's CRS (Customer Relationship Summary).

Certified licenses

Experience

CSENGE ADVISORY GROUP, LLC

LION STREET FINANCIAL, LLC

EDWARD JONES

EDWARD JONES

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

AMERICAN GENERAL SECURITIES INCORPORATED

OSAIC SERVICES, INC.

USAA INVESTMENT SERVICES COMPANY

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

TRAJAN WEALTH, L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/22/2007

Series 63

Date: 3/18/2004

SIE

Date: 10/1/2018

Series 7

Date: 7/11/2005

Series 6

Date: 3/11/2004

Series 10

Date: 6/13/2016

Series 9

Date: 4/18/2016

Series 24

Date: 8/29/2006

Current Firm

TRAJAN WEALTH, L.L.C.

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRAJAN WEALTH, L.L.C.

TRUST BUT VERIFY

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