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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J.shane? Claim Your ProfileJ.shane Gentry is a financial advisor currently registered with Osaic Wealth, Inc. in THE WOODLANDS, TX. J.shane Gentry has been in the industry since 2001 and holds several licenses and certifications, including Series 7, 6, 63, and 65 licenses. In addition to their current position at Osaic Wealth, Inc., J.shane Gentry has previously worked at several other firms, including ASSETMARK BROKERAGE, LLC, CAPITAL BROKERAGE CORPORATION, MANULIFE FINANCIAL SECURITIES LLC, SALOMON SMITH BARNEY INC., and UBS PAINEWEBBER INC. J.shane Gentry's areas of specialization include: 1, 2, 3, 4, 5, and 6. J.shane Gentry provides a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
12/14/2023 - Present
Osaic Wealth, Inc. (THE WOODLANDS TX)
CA
08/15/2014 - 10/31/2022
ASSETMARK BROKERAGE, LLC (CONCORD CA)
VA
12/04/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
11/10/2008 - 11/15/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MA
07/28/2004 - 12/02/2004
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
NY
03/23/2001 - 09/11/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
09/24/1997 - 04/02/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 11/24/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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