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Jonathan William Brant

Bayntree Wealth Advisors, LLC

Scottsdale, AZ

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Current Employers
Bayntree Wealth Advisors, Llc

7001 North Scottsdale Road Suite 2055, Scottsdale, AZ 85253 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-09
  • AZ RA
    APPROVED
    Since 2025-12-09

Branch Locations

7001 North Scottsdale Road Suite 2055, Scottsdale, AZ 85253 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc. Greenville SC 08/2016 08/2022
Prudential Insurance Company Of America Greenville SC 12/2016 08/2022
Cetera Wealth Services, Llc El Segundo CA 08/2022 11/2025
Aci Financial Pendleton SC 08/2022 11/2025
Cetera Investment Advisers Llc Pendleton SC 06/2023 11/2025
Bayntree Wealth Advisors, Llc Scottsdale AZ 12/2025 Present
Previous Registrations
  • 2023-06-29 → 2025-12-04
    Queen Creek, AZ
    Pendleton, SC
  • 2022-08-26 → 2023-06-29
    Cetera Wealth Services, Llc
    Pendleton, SC
    Queen Creek, AZ
  • 2017-12-15 → 2022-09-09
    North Bethesda, MD
    Monrovia, MD
    North Bethesda, MD
    Monrovia, MD
    Monrovia, MD
    Greenville, SC
    Charlotte, NC
Other Businesses

OTHER BUSINESS NAME: BAYNTREE PLANNING GROUP, LLC; INVESTMENT RELATED; 7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ 85253; NATURE OF OTHER BUSINESS: STATE LICENSED INSURANCE AGENCY; OWNERSHIP: NONE START DATE: 03/2019 HOURS: APPROXIMATELY EIGHTY HOURS/MONTH & 4 HOURS/DAY DURING; TRADING HOURS DUTIES: INSURANCE RECOMMENDATIONS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-19
S63 Uniform Securities Agent State Law Examination 2016-11-12
  • S65 Uniform Investment Adviser Law Examination
    2017-10-19
  • S63 Uniform Securities Agent State Law Examination
    2016-11-12
Designations
Other Names
  • Jonathan William Brant
  • Jonathan W Brant

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