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Jon Patrick Desmidt

Investment Adviser Representative at GALLAGHER FIDUCIARY ADVISORS, LLC

Madison, WICRD #2881733Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
2 states
Exams Passed
10

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
VirginiaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/10/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 9/18/1997
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 12/14/2003
Series 7
General Securities Representative Examination
Passed 9/11/2002
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/17/1997
Series 53
Municipal Securities Principal Examination
Passed 1/14/2004
Series 24
General Securities Principal Examination
Passed 10/18/2002
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 7/22/1999

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
7/11/2023 – Madison, WI
F3 INVESTMENT MANAGEMENT, LLC
6/19/2018 – 5/19/2023Appleton, WI
INVESTMENT CENTERS OF AMERICA, INC.
9/8/2005 – 3/30/2017Appleton, WI
SII INVESTMENTS, INC.
9/12/2002 – 3/30/2017Appleton, WI

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. Jon Patrick Desmidt 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.

Jon Patrick Desmidt - Financial Advisor in Madison, WI | AdvisorFinder