JG
Jonathan M. Gengle
BAYNTREE WEALTH ADVISORS
Scottsdale, AZ 85253
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CRD#: 6717200
JG
Professional summary
Jonathan Michael Gengle is a registered financial advisor currently at BAYNTREE WEALTH ADVISORS, LLC located in Scottsdale, Arizona.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jonathan has worked at 3 firms and has passed the Series 65 exam.
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.
OTHER BUSINESS NAME: BAYNTREE PLANNING GROUP, LLC;
INVESTMENT RELATED;
6720 NORTH SCOTTSDALE ROAD, SUITE 340, SCOTTSDALE, AZ 85253;
NATURE OF OTHER BUSINESS: STATE LICENSED INSURANCE AGENCY
OWNERSHIP: NONE
START DATE: 03/2019
HOURS: APPROXIMATELY EIGHTY HOURS/MONTH & 4 HOURS/DAY DURING TRADING HOURS
DUTIES: INSURANCE RECOMMENDATIONS
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Michael Gengle's 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®
NoneExperience
Current
March 27, 2019 - Present
BAYNTREE WEALTH ADVISORS, LLC
Office #1: 7001 North Scottsdale Road Suite 2055, Scottsdale, AZ 85253RIA
CRD#: 226708
Scottsdale, AZ
Past
September 18, 2017 - April 4, 2019
ROYAL FUND MANAGEMENT, LLC
RIA
CRD#: 144434
PHOENIX, AZ
Past
October 18, 2016 - October 2, 2017
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
San Ramon, CA
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".
BW
BAYNTREE WEALTH ADVISORS, LLC
BAINTREE FINANCIAL GROUP | BAYNTREE WEALTH ADVISORS, LLC | BAINTREE WEALTH ADVISORS, LLC | BAINTREE FINANCIAL GROUP, LLC
CRD#: 226708 / SEC#: 801-121867
RIA
Registered Investment Advisory firm - (7/23/2021 Approved)Arizona
Registered Investment Advisory firm - (8/23/2021 Terminated)California
Registered Investment Advisory firm - (9/22/2021 Terminated)New Mexico
Registered Investment Advisory firm - (8/23/2021 Terminated)Texas
Registered Investment Advisory firm - (8/23/2021 Terminated)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(4/3/2019)
Current Firm
BW
BAYNTREE WEALTH ADVISORS, LLC
BAINTREE FINANCIAL GROUP | BAYNTREE WEALTH ADVISORS, LLC | BAINTREE WEALTH ADVISORS, LLC | BAINTREE FINANCIAL GROUP, LLC
CRD#: 226708 / SEC#: 801-121867
RIA
Registered Investment Advisory firm - (7/23/2021 Approved)Arizona
Registered Investment Advisory firm - (8/23/2021 Terminated)California
Registered Investment Advisory firm - (9/22/2021 Terminated)New Mexico
Registered Investment Advisory firm - (8/23/2021 Terminated)Texas
Registered Investment Advisory firm - (8/23/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7001 North Scottsdale Road Suite 2055, Scottsdale, AZ 85253
Mailing Address
Phone number
(480) 494-2750
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,022 |
| AUM (Assets Under Management) | $ 191,705,737 |
Red Flags
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