Rex alfred Talabong Jugueta
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
10 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
10 years in the industry.
- Gallagher Fiduciary Advisors, LLCSep 2025 to now
- Osaic WealthSep 2025 to now
- Northwestern Mutual Wealth Management CompanyDec 2017 to Sep 2025
- Northwestern Mutual Investment Services, LLCNov 2016 to Sep 2025
- Northwestern Mutual Life Insurance CompanyJun 2016 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 6665572
- Firm CRD
- 146509