James W. Gentry

RETIREPATH WEALTH

Little Rock, AR 72212

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CRD#: 4636435

Professional summary

James Warren Gentry Jr., who also goes by James W Gentry Jr, James W. Gentry, James Warren Gentry Jr, Jay Gentry, James Warren Gentry, is a registered financial advisor currently at RETIREPATH WEALTH, LLC located in Little Rock, Arkansas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. James has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James W Gentry Jr | James W. Gentry | James Warren Gentry Jr | Jay Gentry | James Warren Gentry

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) A&G Investment Properties, LLC; No; Little Rock, AR; Rental Properties; Owner; 12/2015; 2/ HRS MO; 0/ HRS MO; Duties are depositing checks and scheduling handyman once or twice per year. (2) D&G Investment Properties, LLC; No; Little Rock, AR; Rental Properties; Owner; 12/2015; 2/ HRS MO; 0/ HRS MO; Duties are depositing checks and scheduling handyman once or twice per year. (3) DGII Investment Properties, LLC; No; Little Rock, AR; Rental Properties; Owner; 12/2015; 2/ HRS MO; 0/ HRS MO; Duties are depositing checks and scheduling handyman once or twice per year. (4) Fin Fit Life, LLC; Yes; Tampa, FL; Insurance Services; Insurance Agent/ Director; 03/2020; 15/ HRS MO; 10/ HRS MO; Distribution for John Hancock's vitality product (5) The RetirePath Agency, Inc.; yes; Little Rock, AR; Insurance Sales; Insurance Agent; 12/2024; 15/ HRS MO; 10/ HRS MO; Insurance product sales (6) Love Unity, Inc.; No; Little Rock, AR; Non-profit; Board Member; 01/2022; 1/ HR MO; 0/ HR MO; Attend Board Member meetings for Church.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Warren Gentry Jr.'s 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®

None

Experience

Current

January 2, 2025 - Present

RETIREPATH WEALTH, LLC

Office #1: 11300 N Rodney Parham Rd. Suite 120, Little Rock, AR 72212

RIA

CRD#: 324109

Little Rock, AR

Past

April 3, 2019 - February 26, 2024

LEGACY CAPITAL WEALTH PARTNERS, LLC

RIA

CRD#: 291960

LITTLE ROCK, AR

Past

September 20, 2016 - June 12, 2017

CAPITAL MARKETS IQ, LLC

RIA

CRD#: 134921

Little Rock, AR

Past

September 23, 2003 - April 14, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

LITTLE ROCK, AR

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

Arkansas
(1/2/2025)

IAR

Texas
(1/2/2025)

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

IAR

Series 65

Date: 6/17/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/5/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/22/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RETIREPATH WEALTH, LLC

CRD#: 324109 / SEC#:

Arkansas

Registered Investment Advisory firm - (3/15/2023 Approved)

Texas

Registered Investment Advisory firm - (2/23/2024 Conditional Restricted)

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Contact information

Main Address

11300 N Rodney Parham Rd. Suite 120, Little Rock, AR 72212

Mailing Address

Phone number

(501) 904-5858

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	423
AUM (Assets Under Management)	$ 52,000,000

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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Firm Stability Insights

James W. Gentry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Warren Gentry Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREPATH WEALTH, LLC

LEGACY CAPITAL WEALTH PARTNERS, LLC

CAPITAL MARKETS IQ, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/17/2016

Series 63

Date: 6/5/2003

Series 6

Date: 9/22/2003

Current Firm

RETIREPATH WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREPATH WEALTH, LLC

TRUST BUT VERIFY

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