John
Gambone

Entrewealth

CRD#6369762
Investment Advisor
in Austin, TX

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About this Advisor

John Gambone is a financial advisor based in Austin, Texas, working with Entrewealth. John has previously held positions at Walsh & Nicholson Financial Group, Ameritas Investment Company, Ameritas Life Insurance Corp, The Ascent Group, LLC, Vital Capital LLC, and Entrewealth, LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, John is part of Entrewealth, which operates out of Austin, Texas. The firm has 7 employees and manages assets totaling $174.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Entrewealth includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1101 Quaker Ridge Dr
Austin, TX 78746

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Entrewealth Brokerage Details

Total Assets Under Management

$174,652,538

TX Average: $3,042,739,679
Total Number of Employees

7

TX Average: 49
Total Number of Accounts

492

TX Average: 2,315
Average Account Size

$354,985

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Gambone Work History

2023 - Present (1 year)

Entrewealth, LLC

2022 - Present (2 years)

Vital Capital LLC

2021 - 2022 (1 year)

The Ascent Group, LLC

2014 - 2022 (8 years)

Walsh & Nicholson Financial Group

2014 - 2022 (8 years)

Ameritas Investment Company

2014 - 2022 (8 years)

Ameritas Life Insurance Corp

2014 - 2021 (7 years)

Ameritas Investment Company

Disclosures

Please visit the SEC profile of John Gambone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Entrewealth

John Gambone
Austin, TX
Andrew Vinciguerra
Austin, TX
Jeffrey Socha
Austin, TX
Michael Harris
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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