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JG

Jennifer V. Gallois

FORESIDE FUND SERVICES
Winston-Salem, NC 27101
Some features on this profile are disabled
CRD#: 1947680
JG

Professional summary

Jennifer Vaccaro Gallois, who also goes by Jennifer Gallois, Jennifer Louise Vaccaro, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Winston-salem, North Carolina.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 1999. Jennifer has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Gallois | Jennifer Louise Vaccaro

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 Vaccaro Gallois'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

December 3, 2024 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 751 W. Fourth Street Suite 410, Winston-salem, NC 27101
BD
CRD#: 46106
Winston-Salem, NC
Past

April 7, 2017 - December 31, 2021

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Norwalk, CT
Past

July 19, 2016 - September 30, 2016

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
New York, NY
Past

March 26, 2007 - August 29, 2007

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

BD
CRD#: 13594
NORWALK, CT
Past

September 5, 2003 - March 26, 2007

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

BD
CRD#: 27884
NORWALK, CT
Past

June 15, 1999 - January 17, 2003

MAM SECURITIES, LLC

BD
CRD#: 41140
SAN FRANCISCO, CA

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
California
(2/4/2025)
RR
Colorado
(2/5/2025)
RR
Connecticut
(2/3/2025)
RR
Delaware
(2/13/2025)
RR
District of Columbia
(2/6/2025)
RR
Florida
(2/4/2025)
RR
Georgia
(2/5/2025)
RR
Illinois
(2/5/2025)
RR
Indiana
(2/11/2025)
RR
Iowa
(2/6/2025)
RR
Louisiana
(2/4/2025)
RR
Maine
(2/4/2025)
RR
Maryland
(2/5/2025)
RR
Massachusetts
(2/5/2025)
RR
Michigan
(2/4/2025)
RR
Minnesota
(2/4/2025)
RR
Nebraska
(2/4/2025)
RR
New Hampshire
(2/7/2025)
RR
New Jersey
(2/4/2025)
RR
New York
(2/4/2025)
RR
North Carolina
(2/3/2025)
RR
Ohio
(2/5/2025)
RR
Pennsylvania
(2/5/2025)
RR
Rhode Island
(2/7/2025)
RR
South Carolina
(2/4/2025)
RR
Tennessee
(2/5/2025)
RR
Texas
(2/4/2025)
RR
Utah
(2/4/2025)
RR
Vermont
(2/4/2025)
RR
Virginia
(2/10/2025)
RR
West Virginia
(2/13/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 1/28/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/4/2001
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/19/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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

FORESIDE FUND SERVICES, LLC

CRD#: 46106Winston-salem, NC 27101

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