Jason Orlosky
Jason Orlosky is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in East Hartford, CT, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,431 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gallagher Fiduciary Advisors (GFA) charges a fee based on a percentage of the value of your investments, up to 2.00%. The specific fees are outlined in each client's agreement.
GFA also offers risk-adjusted model portfolios and strategies that may cost up to 0.85% of the value of your investments, depending on the model/strategy selected. These fees are in addition to the advisory fee.
Location
111 Founders Plaza, East Hartford, CT, 06108
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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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Jason serves on the advisory board for Babson College's Finance department and is CIO for f3Logic and f3 Investment Management. He is also the Chief Investment Officer for Gallagher Fiduciary Advisors, spending full-time hours on this role, and provides strategic consulting to small and mid-sized companies for a few hours per week.
Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
F3logic, LLC
Independent Financial Group, LLCBroker
Bridgeway Wealth Partners, LLC
Four Points Capital Partners LLCBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Barclays Capital INC.
Barclays Capital INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.