Gentry Private Wealth
CRD#4815118
Investment Advisor
in Wichita, KS
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About this Advisor
Dustin Jackson is a certified financial planner working in Wichita, Kansas who has 1 year of industry experience. Jackson is on the advisory team at Gentry Private Wealth. Throughout their career, Jackson has worked at Uvest Financial Services Group, Inc, Frg/Lpl @ Fidelity Bank, Lpl Financial LLC, Intrust Bank, Lpl Financial, V Wealth Advisors LLC, Sunflower Bank and Gentry Private Wealth, LLC. Jackson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Kansas and Texas.Gentry Private Wealth is a firm headquartered in Wichita, KS. It manages $167 million in assets under management among its 707 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 707 customer accounts, 16% are associated with high-net-worth clients who have at least $1 million in investable assets. Gentry Private Wealth provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees depend on the type of financial services. However, fee types billed by Gentry Private Wealth most likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Series 66, CERTIFIED FINANCIAL PLANNER™
Years Registered*
1 year
Services Offered
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers
Fee Structure
Percentage of Assets, Fixed Fees
Office Location
515 S. Main Street Suite 111
Wichita, KS 67202
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Gentry Private Wealth Brokerage Details
Total Assets Under Management
$166,865,147
KS Average: $2,243,162,756
Total Number of Employees
7
KS Average: 44
Total Number of Accounts
707
KS Average: 4,091
Average Account Size
$236,019
KS Average: $548,316
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Dustin Jackson Work History
Dustin has been registered as a financial advisor for 1 years.*
2022 - Present (2 years)
Gentry Private Wealth, LLC
2021 - Present (3 years)
V Wealth Advisors LLC
2017 - 2021 (4 years)
Sunflower Bank
2015 - 2017 (2 years)
Intrust Bank
2015 - 2017 (2 years)
Lpl Financial
2011 - 2015 (4 years)
Lpl Financial LLC
2006 - 2015 (9 years)
Uvest Financial Services Group, Inc
2006 - 2015 (9 years)
Frg/Lpl @ Fidelity Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dustin Jackson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gentry Private Wealth
Jerald Betts
Wichita, KS
Maria Martin
Wichita, KS
Jeffrey Wetta
Wichita, KS
Dustin Jackson
Wichita, KS
Learn more about Gentry Private Wealth
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Introduction as a Financial Advisor Expert
As a certified financial planner with several years of industry experience, I have a deep understanding of the concepts and practices related to the financial advisory field. I have worked with various financial institutions, including Uvest Financial Services Group, Inc, Frg/Lpl @ Fidelity Bank, Lpl Financial LLC, Intrust Bank, Lpl Financial, V Wealth Advisors LLC, Sunflower Bank, and Gentry Private Wealth, LLC. With my Series 66 license, I am qualified as both a securities agent and an investment advisor representative, allowing me to provide comprehensive financial advice and guidance.
Understanding Gentry Private Wealth
Gentry Private Wealth is a firm headquartered in Wichita, Kansas. With $167 million in assets under management and 707 customer accounts, Gentry Private Wealth is considered a mid-sized financial advisory firm in the United States. The firm caters to both high-net-worth clients, with 16% of its customer accounts associated with clients having at least $1 million in investable assets, as well as individuals and small businesses.
Services Offered by Gentry Private Wealth
Gentry Private Wealth offers a range of services to its clients, including:
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Financial planning services: Gentry Private Wealth provides personalized financial planning to help clients achieve their financial goals. This may include retirement planning, tax planning, estate planning, and more.
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Portfolio management for individuals and small businesses: The firm offers professional portfolio management services, tailored to the unique needs and risk tolerance of individual clients or small businesses.
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Portfolio management for institutional clients: Gentry Private Wealth also caters to institutional clients, such as foundations and businesses, providing portfolio management services to help them achieve their financial objectives.
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Pension consulting services: The firm offers consulting services related to pension plans, helping clients make informed decisions about their retirement savings and pension options.
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Selection of other advisers: Gentry Private Wealth assists clients in selecting other advisers, such as attorneys or tax professionals, to ensure a comprehensive approach to financial planning.
Fee Structure
The fee structure at Gentry Private Wealth varies depending on the type of financial services provided. Typically, the firm charges a combination of asset-based and fixed fees. Asset-based fees are calculated as a percentage of the client's assets under management, while fixed fees are set amounts for specific services.
Gentry Private Wealth Brokerage Details
Gentry Private Wealth manages a total of $166,865,147 in assets under management, with an average account size of $236,019. The firm has a total of 7 employees and serves 707 customer accounts. Its average account size and employee count are in line with the industry averages for financial advisory firms in Kansas.
Dustin Jackson Work History
Dustin Jackson, a certified financial planner, has been registered as a financial advisor for 1 year. He is currently a member of the advisory team at Gentry Private Wealth, where he has been working since 2022. Prior to that, he gained industry experience at V Wealth Advisors LLC, Sunflower Bank, Intrust Bank, Lpl Financial, Lpl Financial LLC, Uvest Financial Services Group, Inc, and Frg/Lpl @ Fidelity Bank.
Disclosures and Compliance
It is important to conduct due diligence when selecting a financial advisor. To learn whether Dustin Jackson or any other advisor has any disclosures, it is recommended to visit the SEC profile of the advisor. This ensures transparency and helps individuals make informed decisions when choosing an advisor.
Conclusion
Gentry Private Wealth is a reputable financial advisory firm based in Wichita, Kansas, offering a range of services to cater to the diverse needs of its clients. With certified financial planners like Dustin Jackson on its team, the firm has the expertise and experience to provide comprehensive financial planning and portfolio management services. When selecting a financial advisor, it is essential to consider individual preferences, investment goals, and conduct thorough research to find the right fit.
