BJ

Barton Joseph Kershner

Investment Adviser Representative at GALLAGHER FIDUCIARY ADVISORS, LLC

Rockville, MDCRD #5144164Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

19 yrs

States Registered

11 states

Exams Passed

4

Registrations & licenses

Registration type

Dual-registered

Registered in 11 states

CaliforniaDelawareFloridaMarylandNew JerseyNew YorkNorth CarolinaPennsylvaniaSouth CarolinaTexasVirginia

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 2/3/2007

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 31

Futures Managed Funds Examination

Passed 9/9/2009

Series 7

General Securities Representative Examination

Passed 10/21/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Blended rate

0.02

Source

Gallagher Fiduciary Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GALLAGHER FIDUCIARY ADVISORS, LLCCurrent

4/15/2022 – Rockville, MD

KESTRA ADVISORY SERVICES, LLC

4/19/2016 – 3/31/2022Rockville, MD

NFP ADVISOR SERVICES, LLC

3/27/2015 – 9/22/2016Rockville, MD

GLOBAL RETIREMENT PARTNERS LLC

9/17/2014 – 1/8/2015Rockville, MD

FINANCIAL TELESIS, INC.

10/23/2013 – 12/24/2014Rockville, MD

GLASS JACOBSON INVESTMENT ADVISORS, LLC

1/25/2013 – 8/6/2013Owings Mills, MD

FINANCIAL TELESIS, INC.

11/18/2010 – 1/2/2013Rockville, MD

MORGAN STANLEY SMITH BARNEY LLC

6/1/2009 – 11/12/2010Annapolis, MD

CITIGROUP GLOBAL MARKETS INC.

2/22/2007 – 6/1/2009Annapolis, MD

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View GALLAGHER FIDUCIARY ADVISORS, LLC firm profile

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Barton Joseph Kershner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Barton Joseph Kershner - Financial Advisor in Rockville, MD | AdvisorFinder