J.shane Gentry
J.shane Gentry is a registered investment advisor at Osaic Wealth, INC., based in The Woodlands, TX, with 25 years of industry experience. J.shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
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.