Barry Rhonemus has been Chief Executive Officer of Juncture Wealth Strategies since September 2010, is a control person of the firm and directly owns under 5% of it.
Juncture Wealth Strategies, LLC is a Scottsdale, AZ firm with $474M under management, 462 clients and 9 advisers across 3 offices, as of its March 2026 filing.
Barry Rhonemus is Managing Partner and Founder of Juncture Wealth Strategies. He has over 20 years of experience serving ultra-high-net-worth clients, family offices, foundations and corporate entities, including more than a decade as a private bank wealth advisor. He established Juncture Wealth Strategies in 2010.
Barry Rhonemus’ longest registration is the current one, 8 years at Juncture Wealth Strategies since 2018. Before joining Juncture Wealth Strategies in 2018, Barry Rhonemus was registered through Heritage Wealth Management, LLC and Juncture Wealth Strategies, LLC.
- – present · 8 yearsScottsdale, AZ · Adviser representative · Firm CRD 298110
- Heritage Wealth Management, LLC– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 287909
- Juncture Wealth Strategies, LLC– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 287908
- Juncture Wealth Strategies, LLC– · 6 yearsScottsdale, AZ · Adviser representative · Firm CRD 155175
Investment adviser representative registrations
Barry Rhonemus is registered as an investment adviser representative in 2 states. The first approvals date from September 2018; the most recent is Arizona, in October 2018.
- ArizonaSince 24 October 2018
- OhioSince 14 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 January 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 November 1996 |
| Series 7 | General Securities Representative Examination | 28 October 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Barry Scott Rhonemus
- CRD
- 2801533
- Firm
- Juncture Wealth Strategies · CRD 298110
- Role
- Chief Executive Officer
- Office
- 8777 E. VIA DE VENTURA, SUITE 120, Scottsdale, AZ 85258
- Registration
- Investment adviser registration
- In the industry since
- October 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- juncturewealth.com
Where does Barry Rhonemus work?
Barry Rhonemus has been Chief Executive Officer of Juncture Wealth Strategies, LLC since September 2010, and is a control person of the firm.
Is Barry Rhonemus a financial advisor?
Yes. Barry Rhonemus has a current investment-adviser registration in Arizona and Ohio, through Juncture Wealth Strategies since September 2018.
How many years of experience does Barry Rhonemus have?
Barry Rhonemus has 29 years in the financial industry, since October 1996, across 4 adviser firms.
What exams has Barry Rhonemus passed?
Barry Rhonemus has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1996. FINRA credited Barry Rhonemus with the SIE, which began in October 2018.
Where did Barry Rhonemus work before Juncture Wealth Strategies?
Before Juncture Wealth Strategies, Barry Rhonemus was registered through Juncture Wealth Strategies, LLC (CRD 155175), December 2010 to August 2017.
Where is Barry Rhonemus based?
Barry Rhonemus’ registered office is in Scottsdale, AZ.
Is Barry Rhonemus registered with FINRA?
No. Barry Rhonemus has no current broker registration.
How can I verify Barry Rhonemus’ record?
Search CRD 2801533 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Barry Rhonemus’ full registration record.
