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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 John Potasnik is a financial advisor with Gallagher Fiduciary Advisors, LLC in Bellevue, Washington. Jason has been in the financial services industry since 2000 and has experience working with a variety of clients including individuals, families, businesses, and retirement plans. Jason holds FINRA Series 6, 7, 63, 66, and SIE licenses and is registered to provide investment advice in Washington. Jason is dedicated to helping clients 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
WA
04/21/2022 - Present
Gallagher Fiduciary Advisors, LLC (Bellevue WA)
WA
03/31/2022 - 08/23/2024
TRIAD ADVISORS LLC (Bellevue WA)
WA
12/23/2020 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Bellevue WA)
IL
10/27/2000 - 09/19/2001
ONLINE BROKERAGE SOLUTIONS, INC. (CHICAGO IL)
MN
06/05/2000 - 10/17/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/26/2000 - 10/17/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 01/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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