Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay L Gentry is a financial professional with over 25 years of experience in the financial services industry. Jay has a Series 7, Series 9, Series 10, and Series 63 license and holds the Certified Financial Planner designation. Jay is currently registered with Charles Schwab & Co., Inc. and has been with the firm since April 1997. Jay has previously been employed at Oppenheimer & Co., Inc. and Investors Associates, Inc.. Jay is registered to provide investment advice in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Vermont, Virginia, and Washington. Jay is a Registered Representative and Investment Advisor Representative with Charles Schwab & Co., Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
01/02/2019 - Present
Charles Schwab & CO., Inc. (Carmel IN)
NY
04/26/1996 - 03/25/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
NJ
12/11/1995 - 05/21/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
BC
Issued 12/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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