Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Nydam is an investment advisor representative at Gallagher Fiduciary Advisors, LLC. Jacob has been in the industry since 2011. Jacob is registered with the state of Illinois as an Investment Advisor Representative. Jacob has passed the Series 63, Series 66, and Series 65 examinations. Previously, Jacob worked at LPL Financial LLC and FSC Securities Corporation. Jacob's firm, Gallagher Fiduciary Advisors, LLC, provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
11/10/2022 - Present
Gallagher Fiduciary Advisors, LLC (Rolling Meadows IL)
IL
11/28/2017 - 02/12/2018
LPL FINANCIAL LLC (LISLE IL)
IL
04/28/2016 - 09/29/2017
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
09/14/2012 - 05/02/2016
FSC SECURITIES CORPORATION (ORLAND PARK IL)
IL
09/02/2011 - 10/05/2012
LPL FINANCIAL LLC (TINLEY PARK IL)
IA
Issued 11/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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