Henry Wong
Investment Adviser Representative at Juncture Wealth Strategies, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Henry Wong is an investment adviser representative with Juncture Wealth Strategies, LLC in Naperville, IL, where they have been registered since 2021. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Juncture Wealth Advisors, LLC and Centaurus Financial, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Catalina InvestmentsSep 2013 – Oct 2020Tucson, AZ
- Centaurus Financial, Inc.Jan 2014 – Oct 2020Anaheim, CA
- United Planners' Financial Services of America a Limited PartnerOct 2020 – Aug 2021Scottsdale, AZ
- Juncture Wealth AdvisorsOct 2020 – Aug 2021Scottsdale, AZ
- Friendly 401kJan 2019 – Oct 2023Naperville, IL
- Disruptive Money Management with Henry WongJun 2020 – no end date reportedNaperville, IL
- Juncture 401kDec 2020 – no end date reportedNaperville, IL
- Juncture Retirement Plan ServicesDec 2020 – no end date reportedNaperville, IL
- Henry WongOct 2020 – no end date reportedNaperville, IL
- Juncture Wealth AdvisorsOct 2020 – Aug 2021Oro Valley, AZ
- Juncture Wealth StrategiesAug 2021 – no end date reportedNaperville, IL
- Juncture Wealth StrategiesAug 2021 – no end date reportedNaperville, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Juncture Wealth Strategies, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management services to grow and protect client wealth, customized financial planning, integrated collaboration for complex wealth situations, and practice management support and resources for independent wealth advisors.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Scottsdale, AZ
- Founded:
- 2010
- SEC file number:
- 801-113927
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Juncture Wealth Strategies, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Henry Wong has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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