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JWA Disclosures

2020 All Rights Reserved, Juncture Wealth Advisors, LLC. Securities offered through United Planners Financial Services, Member FINRA/SIPC. Investment Advisor Representatives offer advisory services through Juncture Wealth Advisors, LLC, a Registered Investment Advisor. Registration does not imply any level of skill or training. JWA and United Planners are not affiliated. JWA may only transact business in those states in which it is registered / notice-filed or qualifies for an exemption or exclusion from registration / notice filing requirements. The JWA website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of JWA website on the Internet should not be construed by any consumer and/or prospective client as JWA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. This information is being provided strictly as a courtesy. Please read our official disclosure documents for JWA, CRD #310350, on the IAPD website or United Planners, CRD #20804 on the Brokercheck website.

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