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- Custodian
- Charles Schwab & Company · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- Horizon valueEmber bridge
- Established Date
- 09-14-2018
- Office Locations
- 3
Office Locations
About Juncture Wealth Strategies, LLC
Juncture Wealth Strategies is a Scottsdale, AZ boutique wealth management firm serving affluent families, successful young professionals, and business owners with integrated planning and portfolio management to grow and protect wealth. It also supports growth-oriented independent and breakaway advisors with in-house resources and practice support for HNW clients, often implemented with ETFs, mutual funds, and fixed income. Custody includes Charles Schwab.
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Owner & Executives
JACK ANDREW BARKER
Chief Compliance Officer
- CRD
- #2570575
- Ownership
- Less than 5%
BRADLEY JAMES HAINES
Chief Investment Officer
- CRD
- #2571132
- Ownership
- Less than 5%
Peak oak
North pathway
- CRD
- #48714
- Ownership
- 7.1%
Showing 2 of 3 owners & executives
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HANNAH ROSE CHAPMAN
Investment Advisor Representative
- CRD
- #5412965
JANA LAVANWAY
Wealth Advisor
- CRD
- #5590378
Foundation radial
Beacon element glacier
- CRD
- #84888
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $462,052,938 | $22,002,521 |
| Non-Discretionary | $11,563,296 | $10,503 |
| Total | $473,616,234 | $422,118 |
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Separately Managed Accounts
Total SMA Asset: $473,616,234
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $307,086,122 | 12.1% |
| Equity - Exchange | $324,851,434 | 12.8% |
| Cash | $548,186,795 | 21.6% |
| Municipal Bonds | $370,533,667 | 14.6% |
| Corporate - Investment Grade | $487,277,152 | 19.2% |
| U.S. Government/Agency | $499,966,661 | 19.7% |
| Total | $2,537,901,831 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION ZENITH | OPTIMA VITAL | LUYDLY588 | PHHZI | 1.23% | $102,304,547 |
| DELTA FUSION SUMMIT | LEGACY ZENITH | AIBFXOJI5 | PKED | 4.91% | $82,654,288 |
| VALUE BRIDGE GLACIER | FRONTIER MERIDIAN | XMVOV8YBS | SGI | 2.54% | $79,721,427 |
| VALUE CAPITAL FUSION | VITAL WAVE | 81HWAY4WG | LAMF | 10.94% | $53,566,298 |
| OPTIMA ZENITH | VERTEX PRIME | 4WB24OEAJ | WAY | 5.06% | $22,511,865 |
| GLACIER SIGNAL | QUANTUM UNISON | NX29DC9AZ | EZT | 7.27% | $29,665,420 |
| NORTH RIDGE | OAK SIGNAL | MFS2RFHCI | MQRZ | 9.92% | $103,325,069 |
| DELTA MATRIX ZENITH | OPTIMA BEACON | 1CAOAIGS7 | GXKGO | 6.23% | $11,361,801 |