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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Jonathan William Brant

Advisor at BAYNTREE WEALTH ADVISORS, LLC

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:b50f859a-a0ad-bd08-6f9b-8ac88a7ecdf5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 15, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BAYNTREE WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 12, 2016
First registration: Dec 15, 2017
Dual registered: no
Other names: Jonathan William Brant|JONATHAN W BRANT
IAPD individual key: 6707670

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BAYNTREE WEALTH ADVISORS, LLC	Independent wealth	Dec 9, 2025	n/a	yes	SCOTTSDALE, AZ	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 29, 2023	Dec 4, 2025	no	Queen Creek, AZ\|Pendleton, SC	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Aug 26, 2022	Jun 29, 2023	no	PENDLETON, SC\|Queen Creek, AZ	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Dec 15, 2017	Sep 9, 2022	no	North Bethesda, MD\|MONROVIA, MD\|Monrovia, MD\|CHARLOTTE, NC\|Greenville, SC\|Monrovia, MD\|North Bethesda, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	BAYNTREE WEALTH ADVISORS, LLC	Dec 4, 2025	Dec 9, 2025	5	Firm change	Ibd to RIA
CETERA ADVISOR NETWORKS LLC	CETERA INVESTMENT ADVISERS LLC	Jun 29, 2023	Jun 29, 2023	0	Bulk transfer	Ibd to ibd
PRUCO SECURITIES, LLC	CETERA ADVISOR NETWORKS LLC	Sep 9, 2022	Aug 26, 2022	-14	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ BAYNTREE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Dec 9, 2025 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jun 29, 2023 to Dec 4, 2025factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Aug 26, 2022 to Jun 29, 2023factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 15, 2017 to Sep 9, 2022factForm ADV

Dated events

Occurred
Dec 4, 2025
Advisor changed firm
Jonathan William Brant left Cetera Investment Advisers Llc for Bayntree Wealth Advisors, Llc (registered 2025-12-09)
Form ADVobserved 6 days ago
Occurred
Sep 9, 2022
Advisor changed firm
Jonathan William Brant left Pruco Securities, Llc for Cetera Advisor Networks Llc (registered 2022-08-26)
Form ADVobserved 6 days ago