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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Juncture Wealth Strategies have?","answer":"Juncture Wealth Strategies has 9 investment adviser representatives registered with state securities authorities, out of 11 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Juncture Wealth Strategies invest in?","answer":"At the end of its last fiscal year, Juncture Wealth Strategies’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 10% cash and equivalents, 9% state and local bonds, 6% investment grade corporate bonds and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Juncture Wealth Strategies?","answer":"Juncture Wealth Strategies is owned through a holding company by Barry Rhonemus, Jack Barker and Bradley Haines. 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