Javier Traver
Investment adviser representative at Modern Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$10.9BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Modern Wealth Management, LLCDec 2025 to now
- HomesliceJul 2025 to Nov 2025
- Modern Wealth ManagementJul 2024 to Sep 2024
- UclaSep 2021 to Jun 2025
- PokeworksFeb 2020 to Aug 2021
- Dana Hills High SchoolSep 2017 to Jun 2021
- Niguel Hills Middle SchoolSep 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8308123
- Firm CRD
- 324624