Jonathan William Brant

Employer firm

Bayntree Wealth Advisors, LLC CRD 226708

$241M regulatory AUM 29 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 08/2022
  Pruco Securities, Llc.
  Greenville, SC
• 12/2016 → 08/2022
  Prudential Insurance Company Of America
  Greenville, SC
• 08/2022 → 11/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2022 → 11/2025
  Aci Financial
  Pendleton, SC
• 06/2023 → 11/2025
  Cetera Investment Advisers Llc
  Pendleton, SC
• 12/2025 → Present
  Bayntree Wealth Advisors, Llc
  Scottsdale, AZ

Previous Registrations

• 2023-06-29 → 2025-12-04
  Cetera Investment Advisers Llc
  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
  Pruco Securities, Llc.
  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

• S65 Uniform Investment Adviser Law Examination
  2017-10-19
• S63 Uniform Securities Agent State Law Examination
  2016-11-12

Designations

• Certified Financial Planner

Other Names

• Jonathan William Brant
• Jonathan W Brant