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Jonathan Michael Gengle

Bayntree Wealth Advisors, LLC

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About Jonathan Michael Gengle

Jonathan Michael Gengle is an investment advisor representative registered with Bayntree Wealth Advisors, LLC in Scottsdale, Arizona. Jonathan has been in the industry since July 2013 and holds a Series 65 license. Jonathan specializes in providing financial planning, educational seminars, and selection of other advisors.

Firm Information

Jonathan Gengle is currently registered with Bayntree Wealth Advisors, LLC. Bayntree Wealth Advisors, LLC is a Scottsdale, AZ-based registered investment advisor that provides financial planning, portfolio management, and educational seminars. The firm manages approximately $181.3 million in assets for 1,019 accounts, including individuals, high-net-worth individuals, and other entities. They are also able to select other advisers for their clients. Bayntree Wealth Advisors, LLC has 4 licensed agents, 5 investment adviser representatives, and 5 investment advisory functions.
Bayntree Wealth Advisors, LLC

7001 NORTH SCOTTSDALE ROAD

SCOTTSDALE, AZ 85253

$181.31M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Gengle’s Registration & Firm History

AZ

04/03/2019 - Present

Bayntree Wealth Advisors, LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 09/20/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Michael Gengle.
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