J. Gentry
J. Gentry is a registered investment advisor at Osaic Wealth, INC., based in The Woodlands, TX, with 25 years of industry experience. J. is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
1095 Evergreen Circle, Suite 210, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2002Customer Dispute
April 2001Other Business Activities
J.Shane is a regional consultant for AssetMark Trust Co. and a salaried financial advisor for Harman Wealth Management, dedicating full-time hours to each role. He also works as a marketing consultant on an hourly fee basis, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Assetmark Brokerage, LLCBroker
Capital Brokerage CorporationBroker
Capital Brokerage CorporationBroker
Assetmark, INC.
Genworth Financial Asset Management, INC
Manulife Financial Securities LLC
Manulife Financial Securities LLCBroker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
UBS Painewebber INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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