Jay Gentry, CFP®, CWS®

VP - Sr. Financial Consultant

+1 317-798-3008

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

28 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 1997-present
  • Associate Broker, Oppenheimer, 1995-1997

Education

  • B.S., Business, Purdue University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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