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).
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Total Assets Under Management333MILLION
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Total Number of Accounts769ACCOUNTS
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Average Account Value$432,812
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, IL, KY, OH, OR, TX
Jack Barker (CRD# 2570575) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.
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.
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.