James E. Gentrup

DISCOVERY INVESTMENT RESEARCH LLC

Leesburg, VA

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CRD#: 1752016

Professional summary

James Edward Gentrup, who also goes by Jim Gentrup, is a registered financial advisor currently at DISCOVERY INVESTMENT RESEARCH LLC located in Leesburg, Virginia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. James has worked at 7 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Gentrup

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Edward Gentrup's CRS (Customer Relationship Summary).

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

Past

November 24, 1987 - March 14, 1988

THE ADVISORS GROUP, INC.

CRD#: 14035

Past

October 21, 1987 - October 28, 1987

CORNELL SECURITIES, INC.

CRD#: 16041

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(8/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/20/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/17/1987

General Securities Representative Examination

Current Firm

DISCOVERY INVESTMENT RESEARCH LLC

CRD#: 337737 / SEC#:

Virginia

Registered Investment Advisory firm - (8/20/2025 Approved)

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Contact information

Main Address

Leesburg, VA

Mailing Address

Phone number

(602) 421-2871

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James E. Gentrup

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Edward Gentrup's CRS (Customer Relationship Summary).

Certified licenses

Experience

DISCOVERY INVESTMENT RESEARCH LLC

DISCOVERY INVESTMENT RESEARCH

VAL VISTA CAPITAL MANAGEMENT, LLC

CEIBA CAPITAL MANAGEMENT

QUEST CAPITAL STRATEGIES, INC.

THE ADVISORS GROUP, INC.

CORNELL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/1987

Series 7

Date: 10/17/1987

Current Firm

DISCOVERY INVESTMENT RESEARCH LLC

Contact information

Documents

Red Flags

Company Information

DISCOVERY INVESTMENT RESEARCH LLC

TRUST BUT VERIFY

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