Jason
Potasnik
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Jason Potasnik is a financial advisor who works out of Bellevue, Washington with 1 year of industry experience. Potasnik is an employee of Gallagher Fiduciary Advisors, LLC. Their career trajectory has included roles at Wells Fargo, Kestra Advisory Services, LLC, Gallagher Benefit Services - Bellevue, Triad Advisors and Gallagher Fiduciary Advisors, LLC. Potasnik maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in Washington. Gallagher Fiduciary Advisors, LLC is a financial advisory firm operating out of Rolling Meadows, IL. The firm has offices in 25 locations and a total of 134 employees. It handles $7 billion in assets between its 113 client accounts, placing it among the biggest firms in the nation by assets under management. The business offers a number of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees typically vary depending on which services are offered. However, fee types billed by Gallagher Fiduciary Advisors, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
$6,543,290,721
134
113
$57,905,228
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jason Potasnik Work History
Jason has been registered as a financial advisor for 1 years.*
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Kestra Advisory Services, LLC
Gallagher Benefit Services - Bellevue
Wells Fargo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Potasnik 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
Rockville, MD
Carmel, IN
Mount Laurel, NJ
Boston, MA
East Hartford, CT
Rolling Meadows, IL
Dallas, TX
Bloomfield Hills, MI
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