Jonathan Michael Gengle
Investment adviser representative at Bayntree Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$241.1MFirm assets
5 yearsFirm in business
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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
13 years in the industry.
- Bayntree Wealth Advisors, LLCMar 2019 to now
- Royal Fund Management, LLC dba Wayfinder Wealth ManagementSep 2017 to Apr 2019
- Ae Wealth Management LLCOct 2016 to Sep 2017
- Union Retirement SolutionsJul 2013 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
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
- 6717200
- Firm CRD
- 226708