J Gallagher
J Gallagher is a CFP-designated registered investment advisor at 1st Advantage Financial Advisers, LLC, based in Downers Grove, IL, with 38 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Location
1431 Opus Place, Suite 622, Downers Grove, IL, 60515
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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J is a member of Red Roc II, a real estate investment partnership, dedicating minimal time. J is also a planner at 1st Advantage Financial Advisers, LLC, spending a few hours per week, and a financial advisor at Cornerstone Advisers, LLC, dedicating full-time hours. Finally, J is on the board of advisors for Catholic Charities of Chicago, spending minimal time.
Employment History
Current Registrations
1st Advantage Financial Advisers, LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
1st Advantage Financial Advisers, LLC
State Registrations1 state
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