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Jason Adam Orlosky

Investment Adviser Representative at GALLAGHER FIDUCIARY ADVISORS, LLC

East Hartford, CTCRD #4826197Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Adam Orlosky has worked in the securities industry since 2006. They have passed the Series 66, 63, and 7 examinations. They are registered to provide investment advisory services in Connecticut.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Connecticut
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/4/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 9/13/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/10/2004

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
7/11/2023East Hartford, CT
F3LOGIC, LLC
1/4/20235/19/2023Richmond, VA
BRIDGEWAY WEALTH PARTNERS, LLC
9/10/202011/30/2022New York, NY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
5/23/201710/18/2019New York, NY
BARCLAYS CAPITAL INC.
8/17/201012/17/2015New York, NY
UBS FINANCIAL SERVICES INC.
9/19/20087/16/2010New York, NY
LEHMAN BROTHERS INC.
3/5/200810/2/2008New York, NY

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Jason Adam Orlosky 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.

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