Jason R. Albino
Professional summary
Jason R. Albino, who also goes by Jason Roberto Albino, Jason R Albino, Jason R. Albino, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Rolling Meadows, Illinois and GBS RETIREMENT SERVICES, INC. located in Rolling Meadows, Illinois.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jason has worked at 26 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 55, Series 7, Series 14, Series 53, Series 4, Series 10, Series 9 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason R. Albino's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 15, 2024 - Present
GALLAGHER FIDUCIARY ADVISORS, LLC
Office #1: 2850 Golf Road, Rolling Meadows, IL 60008July 30, 2024 - Present
GBS RETIREMENT SERVICES, INC.
Office #1: 2850 Golf Road 8th Floor, Rolling Meadows, IL 60008November 6, 2023 - June 10, 2024
WESTERN INTERNATIONAL SECURITIES, INC.
November 6, 2023 - June 10, 2024
SORRENTO PACIFIC FINANCIAL, LLC
November 6, 2023 - June 10, 2024
SCF SECURITIES, INC.
November 6, 2023 - June 10, 2024
NEXT FINANCIAL GROUP, INC.
November 6, 2023 - June 10, 2024
CUSO FINANCIAL SERVICES, L.P.
November 6, 2023 - June 10, 2024
CADARET, GRANT & CO., INC.
April 1, 2021 - June 10, 2024
GROVE POINT ADVISORS, LLC
February 27, 2018 - April 1, 2021
GROVE POINT INVESTMENTS, LLC
February 27, 2018 - June 10, 2024
GROVE POINT INVESTMENTS, LLC
August 21, 2017 - February 26, 2018
INVEST FINANCIAL CORPORATION
August 18, 2017 - February 26, 2018
INVEST FINANCIAL CORPORATION
January 30, 2017 - July 14, 2017
INVEST FINANCIAL CORPORATION
October 10, 2016 - July 14, 2017
INVEST FINANCIAL CORPORATION
August 29, 2012 - October 7, 2016
HORNOR, TOWNSEND & KENT, LLC
August 11, 2008 - October 29, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
August 11, 2008 - March 3, 2009
ADVANTAGE CAPITAL CORPORATION
August 11, 2008 - July 23, 2012
OSAIC SERVICES, INC.
August 11, 2008 - July 23, 2012
FSC SECURITIES CORPORATION
May 5, 2006 - July 23, 2012
OSAIC WEALTH, INC.
September 21, 2004 - May 9, 2006
TD AMERITRADE, INC.
September 21, 2004 - May 9, 2006
TD AMERITRADE, INC.
June 10, 2004 - July 27, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
June 10, 2004 - July 27, 2004
IDS LIFE INSURANCE COMPANY
June 10, 2004 - July 27, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
May 11, 2004 - May 20, 2004
SECURITIES AMERICA ADVISORS, INC.
January 2, 2003 - May 20, 2004
SECURITIES AMERICA, INC.
August 23, 2001 - February 25, 2002
EDWARD JONES
April 22, 1999 - August 1, 2001
DEUTSCHE IXE, LLC
May 15, 1998 - July 15, 1998
THE MINNEAPOLIS COMPANY, INC.
November 19, 1997 - September 2, 1998
GLOBAL CAPITAL MARKETS, LLC
Primary Firm SEC Registration
GALLAGHER FIDUCIARY ADVISORS, LLC
CRD#: 146509 / SEC#: 801-68868
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/30/2024)
(8/29/2024)
(7/30/2024)
(8/15/2024)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 55
Date: 5/1/2000
Limited Representative-Equity Trader ExamFINRA
Current Firm
GALLAGHER FIDUCIARY ADVISORS, LLC
CRD#: 146509 / SEC#: 801-68868
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,754 |
| AUM (Assets Under Management) | $ 180,614,282,519 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
GALLAGHER FIDUCIARY ADVISORS, LLC
CRD#: 146509Rolling Meadows, IL 60008TRUST BUT VERIFY
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