Jeffrey Richard Gall

Current Employers

Employment History

• 08/2002 → Present
  Linsco/Private Ledger Corp.
  Walnut Creek, CA
• 07/2002 → Present
  Jeffrey Gall Wealth Advisors
  Walnut Creek, CA
• 07/2026 → Present
  Wcg Wealth Advisors, Llc
  San Ramon, CA

Previous Registrations

• 2019-08-13 → 2025-12-31
  Jeffrey Gall Wealth Advisors
  San Ramon, CA
• 1999-05-01 → 2002-08-12
  Osaic Fa, Inc.
  Walnut Creek, CA

Other Businesses

1.12/24/2003; JEFFREY R. GALL; Non-Variable Insurance DBA; Not Investment Related; ; Start Date ; hrs/mth; hrs during trading 2.11/06/2012; Jeffrey Gall Wealth Advisors; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading; 3.08/04/2026; (HYBRID) WCG Wealth Advisors, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 07/21/2026; 160hrs/mth; 80hrs during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-26
• S63 Uniform Securities Agent State Law Examination
  1993-10-29

Designations

Other Names

• Jeff Gall