JG
J Terence Gallagher
CETERA INVESTMENT ADVISERS LLC
DOWNERS GROVE, IL 60515
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CRD#: 1721844
JG
Professional summary
J Terence Gallagher, AIF®, CFP®, who also goes by J Terence Gallagher, Jterence Gallagher, Terry Gallagher, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Downers Grove, Illinois and 1ST ADVANTAGE FINANCIAL ADVISERS, LLC located in Lombard, Illinois.
J Terence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. J Terence has worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Investment Planning
Education Planning
Retirement Planning
Tax Planning
Business Succession Planning
Are you a "fiduciary"?
Yes
Aliases
J Terence Gallagher | Jterence Gallagher | Terry Gallagher
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) 1ST ADVANTAGE FINANCIAL ADVISERS, LLC, FEE-BASED FINANCIAL PLANNING, PLANNER, 2-5H/WK, PARTNER: PAUL LUEKEN: 2)CORNERSTONE ADVISERS, LLC; DBA NAME FOR INVESTMENT PRACTICE - INV. RELATED; LOMARD, IL; FINANCIAL ADVISOR; SICE 11/2012; 160 HRS/MONTH DURING SECURITIS TRADING HOURS: 3)CATHOLIC CHARITIES OF CHICAGO, NOT INVESTMENT RELATED, 721 N LA SALLE ST,, CHICAGO, IL, 60654, SOCIAL SERVICES, STARTED 3/1/19, POSITION/TITLE/RELATIONSHIP: BOARD OF ADVISORS, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ACT AS AMBASSADOR AND ADVOCATE FOR THE AGENCY.
CRS (Client Relationship Summary) - RIA
Click below to view J Terence Gallagher'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®
CFP®
Start date: 2000
Experience
Current
February 17, 1998 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1431 Opus Place Suite 200, Downers Grove, IL 60515RIA
CRD#: 105644
DOWNERS GROVE, IL
Current
September 4, 2007 - Present
1ST ADVANTAGE FINANCIAL ADVISERS, LLC
Office #1: 701 East 22nd St. Suite 125, Lombard, IL 60148RIA
CRD#: 142089
Lombard, IL
Current
August 18, 1987 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 1431 Opus Place Suite 622, Downers Grove, IL 60515BD
CRD#: 10358
DOWNERS GROVE, IL
Past
September 4, 2007 - September 4, 2007
1ST ADVANTAGE FINANCIAL ADVISERS, LLC
RIA
CRD#: 142089
LOMBARD, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.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
Illinois(8/18/1987)
IAR
Illinois(2/17/1998)
RR
Texas(1/6/1998)
IAR
Texas(12/20/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Downers Grove, IL 60515TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
