Jay Gentry, financial advisor Alpharetta GA

Jay Gentry

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jay A. Gentry
Phone Number: 314-875-3000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    65,291
    MILLIONS
  • Total Number of Accounts
    174,079
    ACCOUNTS
  • Average Account Value
    $375,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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