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Jasmine Gallegos

Investment adviser representative at The Millstone Evans Group, LLC
12 yearsYears since first job or exam
2 statesRegistered in
$893.3M
5 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. The Millstone Evans Group, LLCAug 2026 to now
  2. UnemployedMar 2026 to Jul 2026
  3. Fisher InvestmentsFeb 2022 to Feb 2026
  4. Cummins-AllisonNov 2020 to Feb 2022
  5. UnemployedMay 2020 to Nov 2020
  6. Brinks Home SecurityAug 2019 to May 2020
  7. UnemployedMay 2019 to Aug 2019
  8. University of North Texas at DallasAug 2017 to May 2019
  9. UnemployedMay 2017 to Aug 2017
  10. Early College High SchoolAug 2014 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

The Millstone Evans Group, LLC

$893.3M
654Clients
8Advisers
5 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

7980426
311142
Advisor's SEC record (opens in a new tab)
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