Michael Jonathan Floyd

Employer firm

Encompass More Asset Management LLC CRD 322382

$985M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 04/2022
  Bayntree Planning Group, Llc
  Scottsdale, AZ
• 02/2018 → 04/2022
  Bayntree Wealth Advisors, Llc
  Scottsdale, AZ
• 11/2020 → 06/2022
  Intelligent 401K, Llc
  Scottsdale, AZ
• 04/2022 → 11/2023
  Jf Wealth Advisor
  Scottsdale, AZ
• 08/2022 → 05/2023
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2023 → 03/2025
  Creativeone Wealth, Llc
  Overland Park, KS
• 06/2025 → Present
  Sun Valley Advisory, Llc
  Scottsdale, AZ
• 07/2026 → Present
  Encompass More Asset Management Llc
  Danville, CA
• 11/2023 → Present
  Pwa Partners
  Scottsdale, AZ

Previous Registrations

• 2025-06-27 → 2026-08-05
  Sun Valley Advisory
  Scottsdale, AZ
• 2023-05-19 → 2025-03-31
  Creativeone Wealth, Llc
  Scottsdale, AZ
  Overland Park, KS
• 2022-09-21 → 2023-05-11
  Ae Wealth Management, Llc
  Scottsdale, AZ
• 2020-11-12 → 2022-06-30
  Intelligent 401K, Llc
  Scottsdale, AZ
• 2018-04-04 → 2022-04-04
  Bayntree Wealth Advisors, Llc
  Scottsdale, AZ

Other Businesses

(1) PWA PARTNERS, LLC; investment Related; Scottsdale, AZ 85255; Insurance Business; Managing Partner; November 2023; Approx. 136 hours/month; Approx. 136 hours/month during security trading hours; offering Fixed Index Annuities, Life Insurance, and other annuities. (2) PROSPECT ESTATE PLANNING; not-investment related; Scottsdale, AZ; Estate Planning; Managing Partner; 2025; 80 hours/month; 80/hours during trading hours; Running business and meeting with clients; (3) FIVE PATHWAYS FINANCIAL; investment-related, insurance-only; Scottsdale, AZ; Insurance Business; Retirement Counselor; October 2025; 80; 80; I work with clients to create individually personalized strategies to navigate the complexities of retirement utilizing a variety of insurance related products and services. I provide broad based educational services to assist with enhancing client knowledge and empower them to make decisions regarding their future. (4) SUNVALLEY ADVISORY, LLC; investment related, Scottsdale, AZ; investment advisory firm; Investment Adviser Representative; start date: June 2025; Approx. 10 hours per month devoted to this business; all during securities trading hours; my duties include meeting with clients and acting as a financial advisor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-03
• S63 Uniform Securities Agent State Law Examination
  1993-03-02

Other Names

• Jon Floyd