Jackson T Byrne
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
11 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
11 years in the industry.
- Gallagher Fiduciary Advisors, LLCSep 2026 to now
- Osaic WealthJan 2025 to now
- Arthur. J Gallagher & Co.Oct 2024 to now
- Mission On the BayJun 2024 to Aug 2024
- A1 Roofing & ConstructionJan 2023 to Dec 2023
- Salve Regina University Athletics Department - WorkstudySep 2021 to May 2024
- Groom ConstructionMay 2019 to Aug 2022
- Swampscott High SchoolSep 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8031994
- Firm CRD
- 146509