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BR

Barry S. Rhonemus

JUNCTURE WEALTH STRATEGIES
Scottsdale, AZ 85258
Some features on this profile are disabled
CRD#: 2801533
BR

Professional summary


Barry Scott Rhonemus is a registered financial advisor currently at JUNCTURE WEALTH STRATEGIES, LLC located in Scottsdale, Arizona.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Barry has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Geronimo, LLC, Geronimo Golf Club, and Geronimo Swim Club, LLC; not investment-related; 1511 George Rd NE, Lancaster, OH 43130; public golf course and restaurant with swimming facilities; Managing Member; August 2021; 160 hours/month; 10 hours/wk during trading hours; Duties include running an established family business with responsibilities in hiring personnel, payroll, marketing, capital improvements, and financial reporting.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Barry Scott Rhonemus's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 14, 2018 - Present

JUNCTURE WEALTH STRATEGIES, LLC

Office #1: 8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258
RIA
CRD#: 298110
Scottsdale, AZ
Past

July 6, 2017 - December 14, 2018

HERITAGE WEALTH MANAGEMENT, LLC

RIA
CRD#: 287909
PHOENIX, AZ
Past

June 1, 2017 - November 16, 2018

JUNCTURE WEALTH STRATEGIES, LLC

RIA
CRD#: 287908
SCOTTSDALE, AZ
Past

December 1, 2010 - August 17, 2017

JUNCTURE WEALTH STRATEGIES, LLC

RIA
CRD#: 155175
SCOTTSDALE, AZ
Past

November 5, 2010 - November 17, 2017

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
SCOTTSDALE, AZ
Past

May 17, 2001 - August 20, 2002

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

December 13, 2000 - November 15, 2010

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SCOTTSDALE, AZ
Past

March 26, 1999 - December 13, 2000

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

March 4, 1998 - May 2, 2001

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

October 29, 1996 - March 4, 1998

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
JUNCTURE WEALTH STRATEGIES, LLC
JUNCTURE WEALTH STRATEGIES, LLC

CRD#: 298110 / SEC#: 801-113927

RIA
Registered Investment Advisory firm - (9/14/2018 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(10/24/2018)
IAR
California
(9/14/2018)
IAR
Ohio
(9/14/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/20/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JW
JUNCTURE WEALTH STRATEGIES, LLC
JUNCTURE WEALTH STRATEGIES, LLC

CRD#: 298110 / SEC#: 801-113927

RIA
Registered Investment Advisory firm - (9/14/2018 Approved)
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Contact information


Main Address
8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258
Mailing Address
Phone number
(480) 253-4100
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JWS ADV PART 2A (3/26/2025)

Regulatory assets under management


Total Number of Accounts1,049
AUM (Assets Under Management)$ 409,617,995

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JUNCTURE WEALTH STRATEGIES, LLC

CRD#: 298110Scottsdale, AZ 85258

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