JG
JG

Jay Gentry

32 Years of Experience
Key West, FL
Broker

Jay Gentry is a registered investment advisor at Wells Fargo Advisors, based in Key West, FL, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

626 Joshephine Parker Dr, Key West, FL, 33040

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jay owns 50% of a rental property in Hilton Head, SC with his spouse, dedicating minimal time to it. He also owns 100% of Gentry Wealth Management Partners, LLC (nearly full-time) and 25% of Praxis Financial Partners LLC (full-time).

Employment History
Current Registrations
Wells Fargo Advisors
June 2020 - Present · 5 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
June 2015 - May 2019 · 3 yrs 11 mos
Russell Investments
December 2007 - June 2015 · 7 yrs 6 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
May 2004 - June 2015 · 11 yrs 1 mo
Ust Securities CORP.Broker
January 2003 - March 2004 · 1 yr 2 mos
Ust Financial Services CORP.Broker
March 2000 - December 2002 · 2 yrs 9 mos
Dean Witter Reynolds INC.Broker
March 1998 - April 2000 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1991 - October 1996 · 5 yrs 8 mos
State Registrations34 states
ALARAZCACODEFLGAILKSKYMAMDMEMIMNMOMSNCNHNJNYOHOKORPRSCTNTXUTVAVTWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.