Henry Wong
Investment adviser representative at Juncture Wealth Strategies, LLC
13 yearsExperience
1 stateRegistered in
$473.6MFirm assets
8 yearsFirm in business
Are you Henry Wong? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Juncture Wealth Strategies, LLCAug 2021 to now
- Juncture 401kDec 2020 to now
- Juncture Retirement Plan ServicesDec 2020 to now
- Henry WongOct 2020 to now
- Disruptive Money Management With Henry WongJun 2020 to now
- Juncture Wealth AdvisorsOct 2020 to Aug 2021
- United Planners' Financial Services of America a Limited PartnerOct 2020 to Aug 2021
- Friendly 401kJan 2019 to Oct 2023
- Centaurus Financial, Inc.Jan 2014 to Oct 2020
- Catalina InvestmentsSep 2013 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Juncture Wealth Strategies, LLC
$473.6MAssets managed
462Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6242344
- Firm CRD
- 298110