Juncture Wealth Strategies, LLC

Juncture Wealth Strategies, LLC (CRD# 298110) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $332,832,614 in 769 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
8777 E. Via De Ventura, Suite 120, Scottsdale, AZ 85258
http://www.juncturewealth.com
By the Numbers
  • Total Assets Under Management
    333
    MILLION
  • Total Number of Accounts
    769
    ACCOUNTS
  • Average Account Value
    $432,812
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IL, KY, OH, OR, TX

Financial Advisors at Juncture Wealth Strategies, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jack Barker, financial advisor Scottsdale AZ
Jack A. Barker
CRD#: 2570575
8777 E. Via De Ventura, Suite 120, Scottsdale, AZ 85258

Jack Barker (CRD# 2570575) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 21 years of experience in the finance industry.

2
Hannah Chapman, financial advisor Scottsdale AZ
Hannah R. Chapman
CRD#: 5412965
8777 E Via De Ventura, Suite 120, Scottsdale, AZ 85258

Hannah Chapman (CRD# 5412965) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

3
Bradley Haines, financial advisor Scottsdale AZ
Bradley J. Haines
CRD#: 2571132
8777 E. Via De Ventura, Suite 120, Scottsdale, AZ 85258

Bradley Haines (CRD# 2571132) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry.

4
Tyler Karl, financial advisor Scottsdale AZ
Tyler R. Karl
CRD#: 6331334
8777 E. Via De Ventura, Suite 120, Scottsdale, AZ 85258

Tyler Karl (CRD# 6331334) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.

5
Jana Lavanway, financial advisor Scottsdale AZ
Jana Lavanway
CRD#: 5590378
8777 E Via De Ventura, Suite 120, Scottsdale, AZ 85258

Jana Lavanway (CRD# 5590378) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.

6
Barry Rhonemus, financial advisor Scottsdale AZ
Barry S. Rhonemus
CRD#: 2801533
8777 E. Via De Ventura, Suite 120, Scottsdale, AZ 85258

Barry Rhonemus (CRD# 2801533) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 27 years of experience in the finance industry.

7
Connor Smith, financial advisor Scottsdale AZ
Connor P. Smith
CRD#: 6539351
8777 E. Via De Ventura, Suite 120, Scottsdale, AZ 85258

Connor Smith (CRD# 6539351) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.

8
Wanda Stapley, financial advisor Scottsdale AZ
Wanda L. Stapley
CRD#: 1872814
8777 E. Via De Ventura, Suite 120, Scottsdale, AZ 85258

Wanda Stapley (CRD# 1872814) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 34 years of experience in the finance industry.

9
Henry Wong, financial advisor Naperville IL
Henry Wong
CRD#: 6242344
Naperville, IL

Henry Wong (CRD# 6242344) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Naperville, IL and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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