Jonathan
Gengle
Bayntree Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jonathan Gengle is a financial advisor based out of Paradise Valley, Arizona who has 4 years of relevant experience. Gengle currently works for Bayntree Wealth Advisors, LLC. Over the course of their career, they have held roles at Union Retirement Solutions, Accurate Care Pain Relief, Costco, University Of Arizona School Of Mathematics, Arizona State University, Ae Wealth Management LLC, Royal Fund Management, LLC Dba Wayfinder Wealth Management and Bayntree Wealth Advisors, LLC. Gengle has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Arizona and California. Bayntree Wealth Advisors, LLC is an advisory company based out of Paradise Valley, AZ. It has offices in four locations and a total of 11 people on staff. It handles $171 million in total assets between its 1,083 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,083 accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors are based on the type of services offered. Fees charged by Bayntree Wealth Advisors, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bayntree Wealth Advisors, LLC Brokerage Details
$171,140,596
11
1,083
$158,025
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jonathan Gengle Work History
Jonathan has been registered as a financial advisor for 4 years.*
Bayntree Wealth Advisors, LLC
Royal Fund Management, LLC Dba Wayfinder Wealth Management
Ae Wealth Management LLC
Union Retirement Solutions
Accurate Care Pain Relief
Costco
University Of Arizona School Of Mathematics
Arizona State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Gengle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bayntree Wealth Advisors, LLC
Paradise Valley, AZ
Paradise Valley, AZ
Paradise Valley, AZ
Paradise Valley, AZ
Paradise Valley, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
