J.shane Gentry, financial advisor Houston TX

J.shane Gentry

CRD Number: 2917758
Current Firm: Assetmark, Inc.

J.shane Gentry (CRD# 2917758) is an Investment Advisor Representative working at Assetmark, Inc. in Houston, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Assetmark Brokerage, LLC Houston, TX Aug 2014 - Current 6
Assetmark Financial, Inc. Houston, TX Aug 2014 - Current 6
Centurion Capital Group, Inc. Concord, CA Sep 2013 - Aug 2014 < 1
Capital Brokerage Corp. Houston, TX Jul 2008 - Aug 2014 6
Genworth Financial Asset Management, Inc. Houston, TX Dec 2004 - Aug 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Oct 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for J.shane Gentry
Phone Number: 800-664-5345
Firm Website: https://www.savos.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    38,785
    MILLIONS
  • Total Number of Accounts
    211,165
    ACCOUNTS
  • Average Account Value
    $183,672
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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