John D. Gentry

RMR WEALTH BUILDERS

Natick, MA

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CRD#: 1907169

Professional summary

John David Gentry, AIF®, CFP® is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Natick, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. John has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

Retirement Income Management

Employee and Employer Plan Ben...

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) SNEUCC; Investment related: Yes; Address: 1 Badger Rd., Framingham, MA 01702; Business Nature: Regional Conference of the United Church of Christ; Position: Volunteer; Title: Investment Committee Member; Start Date: 1/1/2019; Hours per month 1; Hours per month devoted to business during trading hours: 0; Duties: Oversee the endowment's Registered Investment Advisor 2) First Congregational Church of Natick; Investment Related: Yes; Address: 2E Central St., Natick, MA 01760; Business Nature: Church; Position: Volunteer; Title: Trustee; Start Date: 1/1/2019; Hours per month: 3; Hours per month devoted to business during trading hours: less than 1; Duties: I serve as a trustee of the church, trustees oversee the endowment's advisor, FL Putnam 3) Streamline Partners, LLC; Investment related: No; Address: 1029 Peachtree Pkwy N, Peachtree City, GA 30269; Business Nature: Software Consulting; Position: Consultant; Title: Consultant; Start Date: 12/1/2023; Hours per month: 4-8; Hours per month devoted to business during trading hours: 2-4; Duties: Product Design & Launch Consulting 4) Klondike Financial, LLC; Investment related: No; Address: 5500 Spring Stone Court, Dallas, GA 30157; Business Nature: Financial Wellness Software-Mobile App; Position: Outside Consultant; Title: Launch Consultant; Start Date: 5/1/2024; Hours per month: 10; Hours per month devoted to business during trading hours: 5; Duties: Market Segmentation, Product Design, Content Curation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Gentry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

CRD#: 16518

ST LOUIS, MO

Past

September 28, 2009 - March 25, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BOSTON, MA

Past

September 25, 2009 - March 25, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 7, 2006 - September 28, 2009

BOFA ADVISORS, LLC

RIA

Massachusetts
(11/6/2024)

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

IAR

Series 65

Date: 1/7/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/9/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/8/2002

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/8/2002

General Securities Sales Supervisor - Options Module Examination

Current Firm

RMR WEALTH BUILDERS, INC.

RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.

CRD#: 169005 / SEC#: 801-80404

RIA

Registered Investment Advisory firm - (10/14/2014 Approved)

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Contact information

Main Address

111 Grove Street Suite 203, Montclair, NJ 07042

Mailing Address

Phone number

(201) 836-2460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RMR WEALTH BUILDERS, INC. WRAP BROCHURE (9/25/2025)

RMR WEALTH BUILDERS, INC. ADV BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts	4,428
AUM (Assets Under Management)	$ 2,199,565,329

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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John D. Gentry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Gentry's CRS (Customer Relationship Summary).

Certified licenses

Experience

TWELVE POINTS WEALTH MANAGEMENT

ASSET STRATEGY ADVISORS, LLC

GLOBAL RETIREMENT PARTNERS LLC

PATRICK CAPITAL MARKETS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BOFA ADVISORS, LLC

BOFA DISTRIBUTORS, INC.

BACAP DISTRIBUTORS, LLC

NATIONAL FINANCIAL SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

FIDELITY BROKERAGE SERVICES LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

RMR WEALTH BUILDERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/7/2010

Series 63

Date: 1/9/1989

SIE

Date: 12/31/2015

Series 7

Date: 12/17/1988

Series 10

Date: 1/8/2002

Series 9

Date: 1/8/2002

Current Firm

RMR WEALTH BUILDERS, INC.

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RMR WEALTH BUILDERS, INC.

TRUST BUT VERIFY

Contact information

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