Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Gentry is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Jay Gentry is also registered as an investment advisor in Georgia and Texas. Jay Gentry has been in the financial services industry since 1993. Prior to joining Wells Fargo Advisors, Jay Gentry worked for Russell Financial Services, Inc., Part of Russell Investments, OppenheimerFunds Distributor, Inc., UST Securities Corp., UST Financial Services Corp., Dean Witter Reynolds Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
01/22/2021 - Present
Wells Fargo Advisors Financial Network, LLC (ALPHARETTA GA)
NY
06/12/2015 - 05/27/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
GA
05/12/2004 - 06/08/2015
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (ALPHARETTA GA)
CT
01/02/2003 - 03/22/2004
UST SECURITIES CORP. (STAMFORD CT)
NY
03/31/2000 - 12/01/2002
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
03/09/1998 - 04/25/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/04/1991 - 10/02/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/26/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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