Verified recordFinancial Services

Jonathan Gengle

Senior Financial Advisor at Bayntree Wealth Advisors

Based in Phoenix, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Phoenix

Industry

Financial Services

Company size

13

Contact information

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Email

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j•••••••@bayntree.com

Phone

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Background

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.

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