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Jenna Renee Thornton

SYNERGY FINANCIAL GROUP OF ARIZONA, LLC·SCOTTSDALE, Arizona
SYNERGY FINANCIAL GROUP OF ARIZONA, LLC
8283 N. HAYDEN RD., SCOTTSDALE, AZ 85258CRD# 4582260Firm CRD# 153675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jenna Renee Thornton · SCOTTSDALE, AZ
Registration
CRD #4582260 · SYNERGY FINANCIAL GROUP OF ARIZONA, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jenna Renee Thornton is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with SYNERGY FINANCIAL GROUP OF ARIZONA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SYNERGY FINANCIAL GROUP OF ARIZONA, LLC
SYNERGY FINANCIAL GROUP OF ARIZONA, LLC
AUM
$71M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SYNERGY FINANCIAL GROUP OF ARIZONA, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4582260
Firm CRD# 153675
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jenna Renee Thornton offer?
Jenna Renee Thornton specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Jenna Renee Thornton's credentials?
Jenna Renee Thornton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jenna Renee Thornton located?
Jenna Renee Thornton is based in SCOTTSDALE, Arizona, working with SYNERGY FINANCIAL GROUP OF ARIZONA, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Jenna Renee Thornton charge for services?
Jenna Renee Thornton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYNERGY FINANCIAL GROUP OF ARIZONA, LLC?
SYNERGY FINANCIAL GROUP OF ARIZONA, LLC has approximately 6 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SYNERGY FINANCIAL GROUP OF ARIZONA, LLC

Richard Kelly Shields
SCOTTSDALE, AZ

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Research
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