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JM

John Michael Demarco

Investment Adviser Representative at Trajan Wealth, L.L.C.

Scottsdale, AZCRD #4765257Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Michael DeMarco is an investment adviser representative with Trajan Wealth, L.L.C. in Scottsdale, AZ, where they have been registered since 2023. They have worked in the securities industry since 2004 and have been registered with 4 firms, including Csenge Advisory Group, LLC and Edward Jones. They have passed 8 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Arizona.

Office

18700 North Hayden Road, Suite 470
Scottsdale, AZ 85255

Advisors at this office: 21

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/22/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 3/18/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/11/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/11/2004
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 6/13/2016
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 4/18/2016
Series 24
General Securities Principal Examination
Passed 8/29/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Trajan Wealth, L.L.C.Current
8/4/2023 – Scottsdale, AZ
Csenge Advisory Group, LLC
8/11/2022 – 6/23/2023Clearwater, FL
Edward Jones
4/11/2016 – 6/27/2022Tempe, AZ
Charles Schwab & Co., Inc.
1/3/2012 – 4/4/2016Phoenix, AZ
Charles Schwab & Co., Inc.
4/24/2008 – 12/31/2011Phoenix, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Trajan Wealth, L.L.C.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesSelection of Other AdvisersPeriodicals and Newsletters

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
45
Offices listed on AdvisorFinder:
27
Main office:
Scottsdale, AZ
SEC file number:
801-100392

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 28, 2026

View full firm profile

Other advisors at Trajan Wealth, L.L.C.

Showing 12 of 45 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Michael Demarco has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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