Joseph Michael Gallagher

Employer firm

Sage Financial Group Inc. CRD 116574

$4.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2010 → 08/2017
  J.P. Morgan Securities Llc
  Philadelphia, PA
• 06/2010 → 08/2017
  J.P. Morgan Services Inc. Eimination Company
  Newark, DE
• 01/2017 → 08/2017
  J.P. Morgan Chase Bank, Na
  Philadelphia, PA
• 08/2017 → Present
  Sage Financial Group, Inc.
  West Conshohocken, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-08-26

Designations

• Chartered Financial Analyst