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RIA / WealthAdvisor18 years in industry

JENNIFER CHRISTA BENNETT

Advisor at TRAJAN WEALTH, L.L.C.

SCOTTSDALE, AZ | Scottsdale, AZ

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Search this name across graphsid dfx:ria:518e7f34-0491-8b1f-419d-99554d7a6d6d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 23, 2012 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: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65
First exam: May 22, 2012
First registration: May 23, 2012
Dual registered: no
Other names: JENNIFER CHRISTA WOOD
IAPD individual key: 6046961

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	May 10, 2023	n/a	yes	Scottsdale, AZ\|SCOTTSDALE, AZ	Current employment
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Apr 3, 2023	Oct 16, 2023	no	GREENWOOD VILLAGE, CO	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Apr 8, 2022	Apr 3, 2023	no	St. Augustine, FL\|GREENWOOD VILLAGE, CO\|Vancouver, WA	Previous registration
FISHER INVESTMENTS	Independent wealth	May 23, 2012	Jul 23, 2021	no	CAMAS, WA\|PLANO, TX	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
EMPOWER ADVISORY GROUP, LLC	TRAJAN WEALTH, L.L.C.	Oct 16, 2023	May 10, 2023	-159	Firm change after gap	Ibd to RIA
PERSONAL CAPITAL ADVISORS CORPORATION	EMPOWER ADVISORY GROUP, LLC	Apr 3, 2023	Apr 3, 2023	0	Bulk transfer	RIA to ibd
FISHER INVESTMENTS	PERSONAL CAPITAL ADVISORS CORPORATION	Jul 23, 2021	Apr 8, 2022	259	Firm change	RIA to RIA

Relationships

Registered with (4)

→ TRAJAN WEALTH, L.L.C.Registered adviserregistration: current employment
May 10, 2023 to presentfactForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Apr 3, 2023 to Oct 16, 2023factForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Apr 8, 2022 to Apr 3, 2023factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
May 23, 2012 to Jul 23, 2021factForm ADV

Dated events

Occurred
Oct 16, 2023
Advisor changed firm
Jennifer Christa Bennett left Empower Advisory Group, Llc for Trajan Wealth, L.L.C. (registered 2023-05-10)
Form ADVobserved 6 days ago