Jonathan Gengle

Jonathan Gengle Email and Phone Number

Senior Financial Advisor @ Bayntree Wealth Advisors
Phoenix, AZ, US
Jonathan Gengle's Location
Phoenix, Arizona, United States, United States
Jonathan Gengle's Contact Details

Jonathan Gengle work email

Jonathan Gengle personal email

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Jonathan Gengle phone numbers

About Jonathan Gengle

Jonathan Gengle serves as a Financial Advisor for Bayntree Wealth Advisors. In his role as advisor, he assists clients with risk management, income generation and asset growth. He leads clients toward their retirement goals with reliability and integrity. His experience in the areas of investment management, insurance and employee benefit plans, combined with creative problem-solving, enables the development of personalized, effective solutions for his clients.Prior to his current advisory role, Jonathan managed his own wealth management firm which merged with Bayntree Wealth Advisors. He leverages partnerships with experts in the areas of taxes, estate planning, and more. He believes a significant factor in providing guidance to clients is the ability to learn what motivates clients to achieve a specific financial goal. The combination of his industry experience and genuine dedication to clients and the community has allowed him to positively influence clients and to create lasting financial fulfillment.Jonathan attended the University of San Diego and Arizona State University and earned his bachelor’s degree in design and German language. He is a lifelong resident of Phoenix, Arizona and enjoys spending time with his wife, Elizabeth, and their son, Wyatt, daughter, Willow, as well as with friends and family. Jonathan hosts regular workshops for young workers through the UA Local 469 apprenticeship program. He also is the resident musician at the Bayntree home office and enjoys performing and composing music with a number of Phoenix-based music projects.

Jonathan Gengle's Current Company Details
Bayntree Wealth Advisors

Bayntree Wealth Advisors

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Senior Financial Advisor
Phoenix, AZ, US
Jonathan Gengle Work Experience Details
  • Bayntree Wealth Advisors
    Senior Financial Advisor
    Bayntree Wealth Advisors
    Phoenix, Az, Us
  • Bayntree Wealth Advisors
    Senior Financial Advisor
    Bayntree Wealth Advisors Apr 2019 - Present
    Scottsdale, Arizona
    The primary goal of Bayntree is to help clients achieve financial security through strategies that seek to maximize the growth and preservation of wealth. Our team is unconditionally committed to maintaining the highest standards of integrity and always put our clients’ interests first as demonstrated by our five core principles:Flawless Client ServiceRapid ResponseComplete ConfidentialityPersonal Account ManagementTransparency
  • Wayfinder Wealth Management
    Ceo And Investment Adviser Representative
    Wayfinder Wealth Management Sep 2017 - Apr 2019
    Phoenix, Arizona Area
    Wayfinder Wealth Management was established by CEO Jonathan Gengle with the goal of combining understanding of the financial needs of individuals and families with the application of technical financial solutions. He founded the firm with the belief in improving his clients’ financial position every day. Finding new paths to future success for every client is the primary motivator for Jonathan and Wayfinder Wealth Management.Mr. Gengle believes that money is a universal language, and like language, a tool to realize basic human needs and capture specific desires. He has an engrained sense of integrity and ownership of others' situations, and strives to implement solutions as if they were being applied to himself and his own family. This philosophy is utilized with everyone he interacts with whether professionally or personally. He further believes in being a leader and force of good in his business and community. Mr. Gengle has a background in investment management, insurance, and employee benefit plans. He currently retains Series 65 and Life / Health Insurance Licenses.Through his business philosophy, industry experience, and dedication to the fiduciary standard Jonathan Gengle assists his clients with risk management, income generation, and asset growth. He believes the most important factor for sound financial advice is what motivates a client to achieve a specific goal. Only then can one truly discover how to achieve that goal. His role is to positively influence clients’ to create lasting success and financial self-fulfillment.
  • Union Retirement Solutions
    Director Of Case Management & Investment Adviser Representative
    Union Retirement Solutions Jul 2013 - Jul 2017
    Jonathan Gengle joined Union Retirement Solutions in 2013 as a Marketing Specialist after graduating from Arizona State University. He quickly grew into his role and expanded his expertise by becoming a licensed representative, specializing in case design. His primary goal is cultivating relationships between clients and the home office in order to provide the most personalized strategies to maximize clients’ retirement resources. Jon achieves his goals through a philosophy of open communication and integrity to provide the highest level of financial service. He believes that without outstanding communication, no financial professional can truly provide the best solutions for a client’s individual needs.

Jonathan Gengle Skills

Marketing Financial Services Graphic Design Email Marketing Customer Service Social Media Marketing Wealth Management Financial Planning Personal Finance Website Updating Digital Marketing Adobe Creative Suite Conceptual Design Fixed Annuities Equity Indexed Annuities Indexed Annuities Life Insurance Pensions Social Security Wealth Transfer Insurance Planning Retirement Planning Retirement Plan Consulting 401 Retirement Savings Plans

Jonathan Gengle Education Details

Frequently Asked Questions about Jonathan Gengle

What company does Jonathan Gengle work for?

Jonathan Gengle works for Bayntree Wealth Advisors

What is Jonathan Gengle's role at the current company?

Jonathan Gengle's current role is Senior Financial Advisor.

What is Jonathan Gengle's email address?

Jonathan Gengle's email address is jg****@****ree.com

What is Jonathan Gengle's direct phone number?

Jonathan Gengle's direct phone number is +162368*****

What schools did Jonathan Gengle attend?

Jonathan Gengle attended Brophy College Preparatory, Arizona State University, Arizona State University.

What skills is Jonathan Gengle known for?

Jonathan Gengle has skills like Marketing, Financial Services, Graphic Design, Email Marketing, Customer Service, Social Media Marketing, Wealth Management, Financial Planning, Personal Finance, Website Updating, Digital Marketing, Adobe Creative Suite.

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