AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JG

Jennifer L. Gentry

MM ASCEND LIFE INVESTOR SERVICES
CINCINNATI, OH 45202
Some features on this profile are disabled
CRD#: 5153099
JG

Professional summary

Jennifer Lyn Gentry, who also goes by Jennifer Gentry, Jennifer Lyn Lonneman, is a registered financial professional currently at MM ASCEND LIFE INVESTOR SERVICES, LLC located in Cincinnati, Ohio.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2006. Jennifer has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Gentry | Jennifer Lyn Lonneman

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) - BD

Click below to view Jennifer Lyn 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®
None

Experience

Current

August 23, 2012 - Present

MM ASCEND LIFE INVESTOR SERVICES, LLC

Office #1: 191 Rosa Parks, Cincinnati, OH 45202
RIA
BD
CRD#: 36451
CINCINNATI, OH
Past

October 23, 2009 - May 23, 2012

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

May 29, 2007 - December 18, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
FLORENCE, KY
Past

August 9, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
FLORENCE, KY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(8/30/2012)

Exams

State Security Law Exam
RR
Series 63
Date: 8/8/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/2006
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MA
MM ASCEND LIFE INVESTOR SERVICES, LLC
AAG SECURITIES, INC. | MM ASCEND LIFE INVESTOR SERVICES, LLC | GREAT AMERICAN ADVISORS, LLC | GREAT AMERICAN ADVISORS, INC. | GREAT AMERICAN ADVISORS LLC | GAA INSURANCE AGENCY

CRD#: 36451 / SEC#: 801-68927, 8-47309

RIA
Registered Investment Advisory firm - SEC (3/31/2012 Terminated)
Alabama
Registered Investment Advisory firm - SEC (4/18/2008 Terminated)
Arizona
Registered Investment Advisory firm - SEC (11/27/2023 Terminated)
Arkansas
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
California
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
Colorado
Registered Investment Advisory firm - SEC (4/14/2008 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
Delaware
Registered Investment Advisory firm - SEC (8/29/2018 Terminated)
Georgia
Registered Investment Advisory firm - SEC (11/29/2023 Terminated)
Idaho
Registered Investment Advisory firm - SEC (4/11/2008 Terminated)
Illinois
Registered Investment Advisory firm - SEC (4/1/2008 Terminated)
Indiana
Registered Investment Advisory firm - SEC (4/21/2008 Terminated)
Iowa
Registered Investment Advisory firm - SEC (4/14/2008 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (6/24/2008 Terminated)
Maryland
Registered Investment Advisory firm - SEC (9/14/2018 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (6/17/2008 Terminated)
Michigan
Registered Investment Advisory firm - SEC (12/4/2023 Terminated)
Mississippi
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
Montana
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
Nevada
Registered Investment Advisory firm - SEC (5/14/2008 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
New Mexico
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (11/30/2023 Terminated)
North Dakota
Registered Investment Advisory firm - SEC (4/14/2008 Terminated)
Ohio
Registered Investment Advisory firm - SEC (7/12/2011 Approved)
Oklahoma
Registered Investment Advisory firm - SEC (4/30/2008 Terminated)
Oregon
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (11/27/2023 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (12/1/2023 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (11/27/2023 Terminated)
South Dakota
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (5/10/2008 Terminated)
Texas
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
Utah
Registered Investment Advisory firm - SEC (11/27/2023 Terminated)
Virginia
Registered Investment Advisory firm - SEC (4/1/2008 Terminated)
Washington
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
West Virginia
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (4/10/2008 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
191 Rosa Parks 12th Floor, Cincinnati, OH 45202
Mailing Address
191 Rosa Parks 12th Floor, Cincinnati, OH 45202
Phone number
(513) 361-9525
Established
Ohio since 06/24/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
12

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
MASSMUTUAL ASCEND LIFE INSURANCE COMPANYOWNER
HIGGINS, THOMAS PETERAML OFFICER2689801
KRAMER, SCOTT ALANVP, CO-CCO, AML OFFICER, AND CISO4941092
NERONE, PETER JAMESPRESIDENT/CEO/CCO/AML OFFICER/GP/MP/CT1953641
PURDON, ATHENA MARIETREASURER/FIN OP3262378

Disclosures

Regulatory Event4

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.

Company Information

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451Cincinnati, OH 45202

TRUST BUT VERIFY

Monitor Jennifer Gentry

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jamie Mittiga Powell
Jamie PowellAdvisorCheck Check Mark
CAPITAL ADVISORY SERVICES, LLC
IAR
RR
West Chester, OH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.