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RIA / WealthAdvisor12 years in industry

Jacob Alexander Filipowski

Advisor at TRAJAN WEALTH, L.L.C.

SCOTTSDALE, AZ | Pittsburgh, PA

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Search this name across graphsid dfx:ria:072ef5a5-4cac-6dea-d254-65afe594e32e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 8, 2018 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRAJAN WEALTH, L.L.C.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 3, 2018
First registration: Oct 8, 2018
Dual registered: no
IAPD individual key: 6951744

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRAJAN WEALTH, L.L.C.	Independent wealth	Jul 28, 2026	n/a	yes	Pittsburgh, PA\|SCOTTSDALE, AZ	Current employment
FISHER INVESTMENTS	Independent wealth	Dec 11, 2023	Jul 1, 2026	no	Tampa, FL\|PLANO, TX	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Dec 7, 2020	Dec 4, 2023	no	PITTSBURGH, PA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Oct 8, 2018	Apr 24, 2020	no	Valencia, PA\|Butler, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FISHER INVESTMENTS	TRAJAN WEALTH, L.L.C.	Jul 1, 2026	Jul 28, 2026	27	Firm change	RIA to RIA
PNC WEALTH MANAGEMENT	FISHER INVESTMENTS	Dec 4, 2023	Dec 11, 2023	7	Firm change	Ibd to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	PNC WEALTH MANAGEMENT	Apr 24, 2020	Dec 7, 2020	227	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ TRAJAN WEALTH, L.L.C.Registered adviserregistration: current employment
Jul 28, 2026 to presentfactForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Dec 11, 2023 to Jul 1, 2026factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 7, 2020 to Dec 4, 2023factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Oct 8, 2018 to Apr 24, 2020factForm ADV

Dated events

Occurred
Jul 1, 2026
Advisor changed firm
Jacob Alexander Filipowski left Fisher Investments for Trajan Wealth, L.L.C. (registered 2026-07-28)
Form ADVobserved 4 days ago
Occurred
Dec 4, 2023
Advisor changed firm
Jacob Alexander Filipowski left Pnc Wealth Management for Fisher Investments (registered 2023-12-11)
Form ADVobserved 4 days ago