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Jesus Lopez-castaneda

Gallagher Fiduciary Advisors, LLC

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About Jesus Lopez-castaneda

Jesus Lopez-castaneda is an investment advisor representative with Gallagher Fiduciary Advisors, LLC. Jesus has been in the industry since 2008 and holds the Series 7, 24, and 66 licenses. Jesus' previous work experience includes roles at Western International Securities, Inc. and National Planning Corporation.

Firm Information

Jesus Lopez-castaneda is currently registered with Gallagher Fiduciary Advisors, LLC. Gallagher Fiduciary Advisors, LLC is an investment advisory firm based in Rolling Meadows, IL. With over 160 employees, the firm provides a variety of advisory services including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They manage over $10 billion in assets for a diverse clientele including individuals, corporations, pension plans, and other institutions.
Gallagher Fiduciary Advisors, LLC

2850 GOLF ROAD

ROLLING MEADOWS, IL 60008

$10.24B

Assets Under Management

1,900

Total Clients

103

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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see schedule d misc. for explanation

See schedule d misc. for explanation

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jesus Lopez-castaneda’s Registration & Firm History

VA

07/11/2023 - Present

Gallagher Fiduciary Advisors, LLC (Richmond VA)

VA

07/21/2023 - 08/23/2024

TRIAD ADVISORS LLC (Richmond VA)

VA

08/19/2022 - 07/14/2023

INDEPENDENT FINANCIAL GROUP, LLC (RICHMOND VA)

CA

02/13/2018 - 09/02/2020

WESTERN INTERNATIONAL SECURITIES, INC. (Pasadena CA)

CA

12/17/2008 - 02/13/2018

NATIONAL PLANNING CORPORATION (El Segundo CA)

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Licenses & Designations

BOTH

Issued 04/25/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/23/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesus Lopez-castaneda.
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