Jordan Gentry
Advisor at Forefront
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Forefront
Location
Twin Falls, ID 83301
Credentials
Series 63, Series 65
Industry experience
4 years
About
Jordan Gentry is a financial advisor with Forefront in Twin Falls, ID, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Forefront in 2026, he worked at Briarwood Financial, LPL Financial LLC, Clear Creek Financial Management, and CSI. Outside of his advisory role, he is co-owner and Director of Client Success at Iron Oak Accounting LLC and maintains outside employment with SkyWest Airlines. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses, offering discretionary portfolio management, comprehensive financial planning, and access to third-party managers. The firm operates multiple offices and affiliated businesses, including specialized services such as formal Special Needs Planning.
Client services
Based on Forefront
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Forefront
Business exit / sale strategy
Business ownership considerations
Business succession planning
Cash flow / budgeting
Planning for children with special needs
Fee options
Financial planning fixed fees range from $2,500 to $100,000; Estate planning coordination fixed fees range from $300 to $10,000.
Negotiable blended rate up to 3% annually
Compensation from sale of securities or investment products including asset-based sales charges or service fees from mutual funds sales; specific amounts not stated.
$150 to $1,000 per hour depending on service level and professional.
Location
111 Shoshone St N, #200
Twin Falls, ID 83301
Most active in
Jordan G has reported serving >5 clients in these states in the last 12 months.
Idaho
Work history
Forefront
2026 - Present (1 year)
Iron Oak Accounting LLC
2025 - Present (1 year)
Briarwood Financial
2024 - 2025 (1 year)
LPL Financial
2022 - 2024 (2 years)
Clear Creek Financial Management, LLC
2020 - 2022 (2 years)
CSI
2016 - 2019 (3 years)
SkyWest Airlines
2015 - Present (11 years)
Canyon Springs
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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