Jay GentryCRD Number: 2111101
Current Firm: Wells Fargo Advisors Financial Network, LLC
Jay Gentry (CRD# 2111101) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Alpharetta, GA and has over 29 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|Wells Fargo Advisors Financial Network, LLC||Alpharetta, GA||Jun 2020 - Current||< 1|
|Non Active||Alpharetta, GA||Jul 2019 - May 2020||< 1|
|Oppenheimerfunds||Alpharetta, GA||Jun 2015 - May 2019||3|
|Russell Investments||Alpharetta, GA||Apr 2004 - May 2015||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1991|
|S65||NASAA Investment Advisors Law Examination||Oct 1994|
|S66||NASAA Uniform Combined State Law Examination||Jun 2020|
Total Assets Under Management65,291MILLIONS
Total Number of Accounts174,079ACCOUNTS
Average Account Value$375,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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