Jason
Orlosky
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Jason Orlosky is a financial advisor based in East Hartford, Connecticut, working with Gallagher Fiduciary Advisors, LLC. Jason has previously held positions at Stifel Nicolaus & Co Inc, Ziegler Capital Management, Bridgeway Wealth Partners, Four Points Capital Partners, F3 Logic, LLC, F3 Logic, Independent Financial Group, LLC, Triad Advisors, Gallagher Fiduciary Advisors, LLC, and Barclays Capital Inc. Jason has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Jason is part of Gallagher Fiduciary Advisors, LLC, which operates out of East Hartford, Connecticut. The firm has 45 offices and 211 employees. The firm manages assets totaling $10.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Gallagher Fiduciary Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
$10,243,478,622
211
4,100
$2,498,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jason Orlosky Work History
Triad Advisors
Gallagher Fiduciary Advisors, LLC
F3 Logic, LLC
F3 Logic
Independent Financial Group, LLC
Four Points Capital Partners
Bridgeway Wealth Partners
Stifel Nicolaus & Co Inc
Ziegler Capital Management
Barclays Capital Inc
Disclosures
Please visit the SEC profile of Jason Orlosky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gallagher Fiduciary Advisors, LLC
Houston, TX
Boston, MA
Dallas, TX
Boston, MA
Boston, MA
Dallas, TX
Dallas, TX
Boston, MA
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