Unclaimed Profile

Jenna Renee Thornton

SYNERGY FINANCIAL GROUP OF ARIZONA, LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 24, Series 65, Series 66CFP ChFCClean record22 years registeredSYNERGY 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 · 22 years registered

Brand Profile

Not yet started

Career History

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Mar 2023 – present

SYNERGY FINANCIAL GROUP OF ARIZONA, LLC

Jun 2010 – Mar 2023

SCOTTSDALE, AZ

LINSCO/PRIVATE LEDGER CORP.

Jul 2004 – Feb 2006

SCOTTDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · July 23, 2004

Years registered · 22

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYNERGY FINANCIAL GROUP OF ARIZONA, LLC

CRD 153675 · SEC 801-71423

AUM

$71M

Regulatory assets under management

Employees

573 client accounts

Services offered by SYNERGY FINANCIAL GROUP OF ARIZONA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SYNERGY FINANCIAL GROUP OF ARIZONA, LLC →

Introduction

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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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