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Trajan Wealth

Engaged Employer

Trajan Wealth reviews

3.2

48% would recommend to a friend

(29 total reviews)
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Jeff Junior

50% approve of CEO

47% positive business outlook

Ratings by category

3.5

Compensation and benefits

3.3

Work/Life balance

3.3

Career opportunities

3.2

Culture & values

3.2

Diversity & inclusion

3.1

Senior management

Trajan Wealth has an employee rating of 3.2 out of 5 stars, based on 29 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Trajan Wealth employee rating is in line with the average (within 1 standard deviation) for employers within the Financial Services industry (3.7 stars).

Ratings by demographic groups

Reviews by job title

29 reviews
1.0
Jun 29, 2025

Terrible communication from the upper management

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

I work with great clients and excellent colleagues.

Cons

My main issue with Trajan Wealth is its poor leadership. Communication with the upper management is terrible, and this really messes up my productivity and schedule. The leaders here are too incompetent to come up with an efficient schedule for everyone involved, and they're also too immature and weak to provide better solutions.

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Trajan Wealth Response
8mo
Trajan Wealth has been recognized as a "Best Places to Work" for two years in a row and we have been recognized as a "Best Financial Advisory Firm" in the country for 3 years in a row by USA Today. Our standards and values are high and these recognitions are only possible because of those standards.
2.0
Nov 28, 2023

Stay Clear

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Jeff and Trajan are in the process of expanding, poised for continued growth in the years ahead. Their establishment of new offices is set to attract additional clients and generate increased workload for the organization. Jeff demonstrates adeptness in fostering growth within the practice.

Cons

The morale within the company registers significantly below par, as a majority exhibit a lack of enthusiasm towards their work. Trajan and Jeff seem firmly entrenched in a traditional mindset that prescribes the necessity of physically appearing at the office in formal attire, believing this to be the sole path to success.

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Trajan Wealth Response
2y
It's that growth that provides opportunities and advancement for the right people. Morale with some is low... Morale, like ambition, is a choice. Like anything, you will get what you give. We certainly appreciate seeing people in the office and looking great! Guilty as charged! All the best.
5.0
Jan 15, 2023

Great company!

Executive administrator
Recommend
CEO approval
Business Outlook

Pros

Great company and staff, train well to equip you for the job, fast paced but not overwhelming, successful company structure with room for personal growth

Cons

Non applicable, loved this company

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Trajan Wealth Response
3y
Thank you.
Viewing 7 - 9 of 29 Reviews
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ReviewsTrajan Wealth reviews

Glassdoor has 30 Trajan Wealth reviews submitted anonymously by Trajan Wealth employees. Read employee reviews and ratings on Glassdoor to decide if Trajan Wealth is right for you.