Jennifer R. Schuessler

GALLAGHER FIDUCIARY ADVISORS

Bellevue, WA 98004

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CRD#: 5148078

Professional summary

Jennifer Rose Schuessler, CFP®, who also goes by Jennifer Rose Mallett, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Bellevue, Washington and OSAIC WEALTH, INC. located in Bellevue, Washington.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jennifer has worked at 8 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Rose Mallett

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 - 08/19/2024 - WOODRUFF SAWYER & CO - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Rose Schuessler'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®

CFP^®

Certified Financial Planner

Experience

Current

August 19, 2025 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 10900 Ne 8th Street, Ste. 750, Bellevue, WA 98004

RIA

CRD#: 146509

Bellevue, WA

Current

October 29, 2025 - Present

OSAIC WEALTH, INC.

Office #1: 10900 Ne 8th St., Suite 750 Ste 200, Bellevue, WA 98004

RIA

CRD#: 23131

Bellevue, WA

Past

September 27, 2024 - October 3, 2025

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Bellevue, WA

Past

September 25, 2024 - August 22, 2025

LPL FINANCIAL LLC

CRD#: 6413

BELLEVUE, WA

Past

February 19, 2019 - July 10, 2024

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

Issaquah, WA

Past

September 2, 2014 - July 10, 2024

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

March 6, 2008 - December 31, 2013

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

RIA

CRD#: 102920

OVERLAND PARK, KS

Past

August 6, 2007 - September 2, 2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

OVERLAND PARK, KS

Past

July 18, 2006 - August 2, 2007

MWA FINANCIAL SERVICES INC.

CRD#: 112630

TOPEKA, KS

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".

GALLAGHER FIDUCIARY ADVISORS, LLC

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.

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

IAR

California
(8/19/2025)

California
(10/29/2025)

IAR

Washington
(8/19/2025)

Washington
(10/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/28/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/31/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/17/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

GALLAGHER FIDUCIARY ADVISORS, LLC

CRD#: 146509 / SEC#: 801-68868

RIA

Registered Investment Advisory firm - (3/17/2008 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR RETAIL CLIENTS (4/22/2025)

FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR INSTITUTIONAL CLIENTS (4/22/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Jennifer R. Schuessler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Rose Schuessler's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

MWA FINANCIAL SERVICES INC.

Primary Firm SEC Registration

GALLAGHER FIDUCIARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/2008

Series 63

Date: 7/31/2006

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/17/2006

FINRA

Current Firm

GALLAGHER FIDUCIARY ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GALLAGHER FIDUCIARY ADVISORS, LLC

TRUST BUT VERIFY

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