Jason John Potasnik
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
24 yearsExperience
1 stateRegistered in
$194.8BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Gallagher Fiduciary Advisors, LLCApr 2022 to now
- Triad AdvisorsMar 2022 to Aug 2024
- Gallagher Benefit Services - BellevueJul 2018 to Mar 2022
- Kestra Advisory Services, LLCJul 2018 to Mar 2022
- Wells FargoAug 2002 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
Gallagher Fiduciary Advisors, LLC
$194.8BAssets managed
6,120Clients
123Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3250782
- Firm CRD
- 146509