Jonathan William Brant
Investment adviser representative at Bayntree Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$241.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Bayntree Wealth Advisors, LLCDec 2025 to now
- Cetera Investment Advisers LLCJun 2023 to Nov 2025
- Aci FinancialAug 2022 to Nov 2025
- Cetera Wealth Services, LLCAug 2022 to Nov 2025
- Prudential Insurance Company of AmericaDec 2016 to Aug 2022
- Pruco Securities, LLC.Aug 2016 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Bayntree Wealth Advisors, LLC
$241.1MAssets managed
510Clients
6Advisers
5 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
- 6707670
- Firm CRD
- 226708