Jordan Steven Gentry
Investment adviser representative at Forefront
11 yearsExperience
1 stateRegistered in
$239.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- ForefrontJan 2026 to now
- Iron Oak Accounting LLCJun 2025 to now
- Skywest AirlinesOct 2015 to now
- Briarwood FinancialMay 2024 to Sep 2025
- LPL Financial LLCAug 2022 to May 2024
- Clear Creek Financial Management, LLCDec 2020 to Jul 2022
- CsiJun 2016 to May 2019
- Canyon SpringsJan 2015 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (ID).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7227357
- Firm CRD
- 308521