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John L Gilligan

Robertson Stephens

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About John L Gilligan

John Gilligan is an investment advisor representative with Robertson Stephens. John has been in the financial services industry for over 20 years and is a Chartered Financial Analyst. John is registered in Idaho. John has experience working with corporations, individuals, pension and profit-sharing plans, high net worth individuals, charitable organizations, and other investment advisors. John provides financial planning, portfolio management, and selection of other advisors services to clients.

Firm Information

John Gilligan is currently registered with Robertson Stephens. Robertson Stephens is a wealth management firm located in San Francisco, California. Founded in 2005, the firm manages over $4.9 billion in assets and provides a variety of services, including financial planning, portfolio management, and pension consulting. They serve high-net-worth individuals, corporations, and other entities, including charitable organizations and pension plans.
Robertson Stephens

455 MARKET STREET

SAN FRANCISCO, CA 94105-2442

$4.93B

Assets Under Management

19

Total Clients

52

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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John Gilligan’s Registration & Firm History

ID

03/29/2023 - Present

Robertson Stephens (Ketchum ID)

NY

04/16/2001 - 12/19/2005

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/07/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John L Gilligan.
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