JO
Jason A. Orlosky
GALLAGHER FIDUCIARY ADVISORS
East Hartford, CT 06108
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CRD#: 4826197
JO
Professional summary
Jason Adam Orlosky, who also goes by Jason Orlosky, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in East Hartford, Connecticut.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jason has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Orlosky
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)Babson College,Cutler Center Board;not investment related;231 Forest Street,Babson Park,MA 02457;advisory board for Babson College's Finance department;member;9/1/2004;.5 hrs/month;.5 hrs during trading;advise Babson College's Finance Department on potential curriculum changes,programitic events,and raising the profile of Babson's Finance Program with employers 2)f3Logic;investment related;7 Cherry Tree Lane,Riverside,CT 06878;llc;CIO;1/30/2022;40 hrs/month;40 hrs during trading;assist those affiliated with dba in my capacity as CIO with f3 Investment Management 3)f3 Investment Management;investment related;7 Cherry Tree Lane,Riverside,CT 06878;llc;CIO;1/30/2022;40 hrs/month;40 hrs during trading;dba offering advisory services which flow through Gallagher Fiduciary Advisors,LLC RIA and as CIO for f3 Investment Management duties to the dba 4)GEAZ LLC;not investment related;7 Cherry Tree Lane,Riverside,CT 06878;managing member;12/1/2022;0 hrs/month;0 hrs during trading;partnership for the sole purpose of pooling investments for my immediate family 5)Gallagher Fiduciary Advisors;investment related;111 Founders Plaza,East Hartford,CT 06108;RIA;Chief investment Officer;6/1/2023;160 hrs/month;130 hrs during trading;chief investment officer for Gallagher's RIA 6)JO Distribution;not investment related;7 Cherry Tree Lane,Riverside,CT 06878;single member llc;member;11/15/2021;5 hrs/month;5 hrs during trading;strategic consulting to small and mid-sized companies
CRS (Client Relationship Summary) - RIA
Click below to view Jason Adam Orlosky'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®
NoneExperience
Current
July 11, 2023 - Present
GALLAGHER FIDUCIARY ADVISORS, LLC
Office #1: 111 Founders Plaza Suite 300, East Hartford, CT 06108RIA
CRD#: 146509
East Hartford, CT
Past
August 23, 2024 - August 28, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
East Hartford, CT
Past
September 11, 2023 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
East Hartford, CT
Past
January 4, 2023 - May 19, 2023
F3LOGIC, LLC
RIA
CRD#: 289863
Richmond, VA
Past
December 1, 2022 - July 14, 2023
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
RICHMOND, VA
Past
September 10, 2020 - November 30, 2022
BRIDGEWAY WEALTH PARTNERS, LLC
RIA
CRD#: 299810
NEW YORK, NY
Past
February 10, 2020 - December 4, 2020
FOUR POINTS CAPITAL PARTNERS LLC
BD
CRD#: 43149
NEW YORK, NY
Past
May 23, 2017 - October 18, 2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RIA
CRD#: 793
NEW YORK, NY
Past
April 25, 2017 - October 18, 2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
NEW YORK, NY
Past
August 17, 2010 - December 17, 2015
BARCLAYS CAPITAL INC.
RIA
CRD#: 19714
NEW YORK, NY
Past
August 17, 2010 - December 17, 2015
BARCLAYS CAPITAL INC.
BD
CRD#: 19714
NEW YORK, NY
Past
September 19, 2008 - July 16, 2010
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
NEW YORK, NY
Past
September 19, 2008 - July 16, 2010
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
NEW YORK, NY
Past
March 5, 2008 - October 2, 2008
LEHMAN BROTHERS INC.
RIA
CRD#: 7506
NEW YORK, NY
Past
September 13, 2004 - October 2, 2008
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
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".
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA
CRD#: 146509 / SEC#: 801-68868
RIA
Registered Investment Advisory firm - (3/17/2008 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.Highlighted states indicate IAR registrations
IAR
Connecticut(7/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA
CRD#: 146509 / SEC#: 801-68868
RIA
Registered Investment Advisory firm - (3/17/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2850 Golf Road, Rolling Meadows, IL 60008
Mailing Address
Phone number
(212) 330-1011
Established
Firm type
Fiscal year end
# of Employees
221
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
