Dustin Alan Jones
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$194.8BFirm assets
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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
13 years in the industry.
- Gallagher Fiduciary Advisors, LLCSep 2026 to now
- Private Client ServicesJun 2023 to now
- Assuredpartners Investment Advisors, LLCOct 2022 to now
- Assuredpartners of Washington, LLCOct 2022 to now
- Securities America, Inc.Jul 2020 to Jul 2021
- Fortune 360 Group LLCJun 2018 to Feb 2023
- Investacorp, Inc.Dec 2013 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6191788
- Firm CRD
- 146509