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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Albino is a financial advisor with Gallagher Fiduciary Advisors, LLC. Jason has over 20 years of experience in the financial services industry. Jason has a broad range of experience, including working with clients on a variety of financial planning needs, such as retirement planning, college savings, and estate planning. Jason is also a Registered Investment Advisor (RIA) and holds various licenses and certifications including Series 7, 63, 65, 24, 10, 9, 53, 52, 14, 4, 55, and 99. Jason is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
08/15/2024 - Present
Gallagher Fiduciary Advisors, LLC (Rolling Meadows IL)
NY
11/06/2023 - 06/10/2024
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
11/06/2023 - 06/10/2024
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
11/06/2023 - 06/10/2024
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CA
11/06/2023 - 06/10/2024
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
11/06/2023 - 06/10/2024
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
11/06/2023 - 06/10/2024
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
MD
02/27/2018 - 06/10/2024
GROVE POINT INVESTMENTS, LLC (Rockville MD)
FL
08/18/2017 - 02/26/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
10/10/2016 - 07/14/2017
INVEST FINANCIAL CORPORATION (TAMPA FL)
PA
08/29/2012 - 10/07/2016
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
GA
08/11/2008 - 07/23/2012
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
08/11/2008 - 07/23/2012
SAGEPOINT FINANCIAL, INC. (ATLANTA GA)
NY
05/05/2006 - 07/23/2012
ROYAL ALLIANCE ASSOCIATES, INC. (NEW YORK NY)
GA
08/11/2008 - 03/03/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
AZ
08/11/2008 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
09/21/2004 - 05/09/2006
TD AMERITRADE, INC. (NEW YORK NY)
MN
06/10/2004 - 07/27/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/10/2004 - 07/27/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
01/02/2003 - 05/20/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
MO
08/23/2001 - 02/25/2002
EDWARD JONES (ST. LOUIS MO)
NY
04/22/1999 - 08/01/2001
NDB CAPITAL MARKETS, LP (NEW YORK NY)
NY
11/19/1997 - 09/02/1998
THE J.B. SUTTON GROUP, LLC (MELVILLE NY)
NY
05/15/1998 - 07/15/1998
THE MINNEAPOLIS COMPANY, INC. (MELVILLE NY)
IA
Issued 01/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/02/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/03/2003
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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