John Rajes

What changed

Joined Merit Financial Advisors as CTO on July 13; most recently ran an independent consulting practice and previously held leadership roles at LPL Financial, UBS, Barclays and Goldman Sachs.

Reported / discovered

Sep 1, 2026

Effective

Not reported

New role

chief technology officer

Previous role

Not reported

Market

Charlotte, NC

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.