JG
Jessy L. Gilger
GANNETT WEALTH ADVISORS
Eagle, ID
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CRD#: 6204294
JG
Professional summary
Jessy Lee Gilger, CFP®, who also goes by Jessy Gilger, is a registered financial advisor currently at GANNETT WEALTH ADVISORS located in Eagle, Idaho.
Jessy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jessy has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessy Gilger
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.
Jessy Gilger is the Owner and CCO at Eagle Island Financial LLC, a separate Investment Advisor. At the time of SA's registration as an Investment Adviser, Jessy Gilger will devote 10 hours per week of his time to the activities of Eagle Island Financial LLC, however, once Clients have transitioned to SA Jessy Gilger will terminate Eagle Island Financial LLC's Investment Advisor registration.
CRS (Client Relationship Summary) - RIA
Click below to view Jessy Lee Gilger'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®
Experience
Current
October 10, 2023 - Present
GANNETT WEALTH ADVISORS
Office #2: 5016 Centennial Blvd. Suite 200, Nashville, TN 37209RIA
CRD#: 328213
Eagle, ID
Past
April 12, 2022 - April 24, 2024
EAGLE ISLAND FINANCIAL
RIA
CRD#: 319522
EAGLE, ID
Past
January 26, 2022 - February 4, 2022
ALLIANCE ADVISORY & SECURITIES, INC.
RIA
CRD#: 18835
WESTLAKE VILLAGE, CA
Past
January 22, 2020 - December 21, 2021
STATHEROS FINANCIAL SOLUTIONS, INC.
RIA
CRD#: 306217
EL DORADO HILLS, CA
Past
March 8, 2016 - October 30, 2019
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
SACRAMENTO, CA
Past
September 2, 2015 - February 26, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
ROSEVILLE, CA
Past
September 2, 2015 - February 26, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
ROSEVILLE, CA
Past
August 29, 2013 - May 2, 2014
EDWARD JONES
RIA
CRD#: 250
FOLSOM, CA
Past
July 23, 2013 - May 2, 2014
EDWARD JONES
BD
CRD#: 250
FOLSOM, CA
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".
GW
GANNETT WEALTH ADVISORS
GANNETT WEALTH ADVISORS | SOUND ADVISORY, LLC | SOUND ADVISORY LLC | SOUND ADVISORY
CRD#: 328213 / SEC#: 801-131907
RIA
Registered Investment Advisory firm - (2/3/2025 Approved)California
Registered Investment Advisory firm - (3/9/2025 Terminated)Florida
Registered Investment Advisory firm - (2/7/2025 Terminated)Idaho
Registered Investment Advisory firm - (2/7/2025 Terminated)Ohio
Registered Investment Advisory firm - (2/7/2025 Terminated)Texas
Registered Investment Advisory firm - (2/7/2025 Terminated)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
California(3/28/2024)
IAR
Colorado(3/4/2025)
IAR
Connecticut(3/4/2025)
IAR
Florida(8/22/2024)
IAR
Idaho(10/10/2023)
IAR
Indiana(3/4/2025)
IAR
Kansas(3/4/2025)
IAR
Ohio(5/29/2024)
IAR
South Carolina(3/4/2025)
IAR
Tennessee(3/14/2025)
IAR
Texas(9/4/2024)
IAR
Virginia(3/4/2025)
IAR
Washington(3/4/2025)
IAR
Wisconsin(3/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GW
GANNETT WEALTH ADVISORS
GANNETT WEALTH ADVISORS | SOUND ADVISORY, LLC | SOUND ADVISORY LLC | SOUND ADVISORY
CRD#: 328213 / SEC#: 801-131907
RIA
Registered Investment Advisory firm - (2/3/2025 Approved)California
Registered Investment Advisory firm - (3/9/2025 Terminated)Florida
Registered Investment Advisory firm - (2/7/2025 Terminated)Idaho
Registered Investment Advisory firm - (2/7/2025 Terminated)Ohio
Registered Investment Advisory firm - (2/7/2025 Terminated)Texas
Registered Investment Advisory firm - (2/7/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Middleton, ID
Mailing Address
601 Congress Ave Suite 200, Austin, TX 78701
Phone number
(208) 254-0142
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 168 |
| AUM (Assets Under Management) | $ 69,904,180 |
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.
