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Jason Albino

Investment Adviser Representative at GALLAGHER FIDUCIARY ADVISORS, LLC

Rolling Meadows, ILCRD #2891263Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
2 states
Exams Passed
13

Professional summary

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

Jason Albino has worked in the securities industry since 1999. They have passed the Series 99, 65, 63, 55, 53, 52, 24, 14, 10, 9, 7, and 4 examinations. They are registered to provide investment advisory services in Illinois and Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
IllinoisPennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/27/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 11/10/1997
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 5/1/2000
Series 7
General Securities Representative Examination
Passed 10/27/1997
Series 14
Compliance Officer Examination
Passed 1/2/2023
Series 53
Municipal Securities Principal Examination
Passed 9/2/2005
Series 4
Registered Options Principal Examination
Passed 4/3/2003
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 12/19/2000
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 11/13/2000
Series 24
General Securities Principal Examination
Passed 8/18/1999

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
8/15/2024Rolling Meadows, IL
GROVE POINT ADVISORS, LLC
4/1/20216/10/2024Rockville, MD
H. BECK, INC.
2/27/20184/1/2021Rockville, MD
INVEST FINANCIAL CORPORATION
8/21/20172/26/2018Tampa, FL
INVEST FINANCIAL CORPORATION
1/30/20177/14/2017Tampa, FL
TD AMERITRADE, INC.
9/21/20045/9/2006New York, NY
AMERICAN EXPRESS FINANCIAL ADVISORS, INC.
6/10/20047/27/2004Los Angeles, CA
SECURITIES AMERICA ADVISORS, INC.
5/11/20045/20/2004Santa Monica, CA

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 Albino 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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