Henry Wong has been an investment adviser representative at Juncture Wealth Strategies since November 2021, and is not listed among the firm’s executive officers or direct owners.
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.
Henry Wong’s longest registration is the current one, 4 years at Juncture Wealth Strategies since 2021. Before joining Juncture Wealth Strategies in 2021, Henry Wong was registered through Juncture Wealth Advisors, LLC and Centaurus Financial, Inc.
- – present · 4 yearsNaperville, IL · Adviser representative · Firm CRD 298110
- Juncture Wealth Advisors, LLC– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 310350
- Centaurus Financial, Inc.– · 4 yearsTucson, AZ · Adviser representative · Firm CRD 30833
Investment adviser representative registrations
Henry Wong is registered as an investment adviser representative in Arizona, since November 2021.
- ArizonaSince 19 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 September 2016 |
| Series 7 | General Securities Representative Examination | 9 November 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6242344
- Firm
- Juncture Wealth Strategies · CRD 298110
- Office
- Naperville, IL
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Henry Wong work?
Henry Wong is an investment adviser representative registered through Juncture Wealth Strategies, LLC since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Henry Wong a financial advisor?
Yes. Henry Wong has a current investment-adviser registration in Arizona, through Juncture Wealth Strategies since November 2021.
How many years of experience does Henry Wong have?
Henry Wong has 10 years in the financial industry, since November 2015, across 3 adviser firms.
What exams has Henry Wong passed?
Henry Wong has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2015. FINRA credited Henry Wong with the SIE, which began in October 2018.
Where did Henry Wong work before Juncture Wealth Strategies?
Before Juncture Wealth Strategies, Henry Wong was registered through Centaurus Financial, Inc., September 2016 to November 2020.
Where is Henry Wong based?
Henry Wong’s registered office is in Naperville, IL.
Is Henry Wong registered with FINRA?
No. Henry Wong has no current broker registration.
How can I verify Henry Wong’s record?
Search CRD 6242344 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Henry Wong’s full registration record.
