Allen
Gentry
Jarvis Financial
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About this Advisor
Allen Gentry is a financial advisor operating out of Federal Way, Washington. Gentry is on the advisory team at Jarvis Financial. During their career, Gentry has held roles at Ameriprise Financial Services, LLC, Unemployed/Full-Time Student, Valley Buick And Gmc, Jarvis Financial, Sub Zero Ice Cream And Yogurt, Mcdonald'S, Dish Network and The Cellular Connection/Verizon. Gentry maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Jarvis Financial is a firm operating out of Federal Way, WA. It handles $152 million in assets among its 600 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 600 accounts, 36% are held by high-net-worth individuals who have more than $1 million in investable assets. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. Fees charged by Jarvis Financial can be comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jarvis Financial Brokerage Details
$151,773,000
5
600
$252,955
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Allen Gentry Work History
Allen has been registered as a financial advisor for 0 years.*
Jarvis Financial
Ameriprise Financial Services, LLC
The Cellular Connection/Verizon
Unemployed/Full-Time Student
Dish Network
Unemployed/Full-Time Student
Unemployed/Full-Time Student
Sub Zero Ice Cream And Yogurt
Mcdonald'S
Valley Buick And Gmc
Sub Zero Ice Cream And Yogurt
Unemployed/Full-Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Allen Gentry 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 Jarvis Financial
Federal Way, WA
Federal Way, WA
Federal Way, WA
Federal Way, WA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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