Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Orlosky is a financial advisor at Gallagher Fiduciary Advisors, LLC. Jason has been in the financial industry since 2004. Jason has worked for several firms including Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc., UBS Financial Services Inc., and Lehman Brothers Inc. Jason is registered with the state of Connecticut as an Investment Advisor Representative. Jason has a Series 7, Series 63, and Series 66 license.
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
CT
07/11/2023 - Present
Gallagher Fiduciary Advisors, LLC (East Hartford CT)
CT
09/11/2023 - 08/23/2024
TRIAD ADVISORS LLC (East Hartford CT)
VA
12/01/2022 - 07/14/2023
INDEPENDENT FINANCIAL GROUP, LLC (RICHMOND VA)
NY
02/10/2020 - 12/04/2020
FOUR POINTS CAPITAL PARTNERS LLC (NEW YORK NY)
NY
04/25/2017 - 10/18/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
08/17/2010 - 12/17/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/19/2008 - 07/16/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
09/13/2004 - 10/02/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 03/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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