Jason Adam Orlosky

Employer firm

Gallagher Fiduciary Advisors, LLC CRD 146509

$195B regulatory AUM 300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2015 → 10/2019
  Stifel Nicolaus & Co Inc
  New York, NY
• 12/2015 → 11/2017
  Ziegler Capital Management
  New York, NY
• 11/2019 → 11/2022
  Bridgeway Wealth Partners
  New York, NY
• 02/2020 → 11/2020
  Four Points Capital Partners
  Ridgewood, NJ
• 12/2022 → 05/2023
  F3 Logic, Llc
  Richmond, VA
• 12/2022 → 05/2023
  F3 Logic
  Richmond, VA
• 12/2022 → 07/2023
  Independent Financial Group, Llc
  Richmond, VA
• 06/2023 → Present
  Gallagher Fiduciary Advisors, Llc
  East Hartford, CT
• 09/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  East Hartford, CT

Previous Registrations

• 2023-01-04 → 2023-05-19
  F3Logic, Llc
  Burnsville, MN
  Richmond, VA
• 2020-09-10 → 2022-11-30
  Bridgeway Wealth Partners, Llc
  New York, NY
• 2017-05-23 → 2019-10-18
  Stifel, Nicolaus & Company, Incorporated
  New York, NY
• 2010-08-17 → 2015-12-17
  Barclays Capital Inc.
  New York, NY
  New York, NY
• 2008-09-19 → 2010-07-16
  Ubs Financial Services Inc.
  New York, NY
• 2008-03-05 → 2008-10-02
  Lehman Brothers Inc.
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1)Babson College,Cutler Center Board;not investment related;231 Forest Street,Babson Park,MA 02457;advisory board for Babson College's Finance department;member;9/1/2004;.5 hrs/month;.5 hrs during trading;advise Babson College's Finance Department on potential curriculum changes,programitic events,and raising the profile of Babson's Finance Program with employers 2)f3Logic;investment related;7 Cherry Tree Lane,Riverside,CT 06878;llc;CIO;1/30/2022;40 hrs/month;40 hrs during trading;assist those affiliated with dba in my capacity as CIO with f3 Investment Management 3)f3 Investment Management;investment related;7 Cherry Tree Lane,Riverside,CT 06878;llc;CIO;1/30/2022;40 hrs/month;40 hrs during trading;dba offering advisory services which flow through Gallagher Fiduciary Advisors,LLC RIA and as CIO for f3 Investment Management duties to the dba 4)GEAZ LLC;not investment related;7 Cherry Tree Lane,Riverside,CT 06878;managing member;12/1/2022;0 hrs/month;0 hrs during trading;partnership for the sole purpose of pooling investments for my immediate family 5)Gallagher Fiduciary Advisors;investment related;111 Founders Plaza,East Hartford,CT 06108;RIA;Chief investment Officer;6/1/2023;160 hrs/month;130 hrs during trading;chief investment officer for Gallagher's RIA 6)JO Distribution;not investment related;7 Cherry Tree Lane,Riverside,CT 06878;single member llc;member;11/15/2021;5 hrs/month;5 hrs during trading;strategic consulting to small and mid-sized companies

Exams

• S66 Uniform Combined State Law Examination
  2008-03-04
• S63 Uniform Securities Agent State Law Examination
  2004-09-13

Other Names

• Jason Orlosky