John L Gilligan

Employer firm

Robertson Stephens CRD 289977

$8.76B regulatory AUM 90 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → 06/2020
  Clearrock Capital, Llc
  Ketchum, ID
• 06/2020 → 03/2023
  Mercer Global Advisors Inc
  Ketchum, ID
• 03/2023 → Present
  Robertson Stephems Wealth Management, Llc
  Ketchum, ID

Previous Registrations

• 2021-07-23 → 2023-03-20
  Mercer Global Advisors Inc.
  Ketchum, ID
• 2008-10-08 → 2020-12-31
  Clearrock Capital Llc
  San Francisco, CA
  Ketchum, ID

Other Businesses

(1) Sun Valley Company NOT Investment Related 1 Sun Valley Road, Sun Valley, ID 83353 Ski Resort Coach - Sun Valley Freeride Team Seasonal - December to March 16 hours/month 0 hours during securities trading hours Coach of kids ski team on weekends

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-07
• S63 Uniform Securities Agent State Law Examination
  2001-05-29

Designations

• Chartered Financial Analyst

Other Names

• Jack Gilligan