Best Investors Account Sign in
Current Employers
Gallagher Fiduciary Advisors, Llc

2850 Golf Road, Rolling Meadows, IL 60008 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-19
WA RA APPROVED 2025-08-19
  • CA RA
    APPROVED
    Since 2025-08-19
  • WA RA
    APPROVED
    Since 2025-08-19

Branch Locations

10900 Ne 8Th Street, Ste. 750, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwfs Equities, Inc. Overland Park KS 09/2014 07/2024
Lpl Financial Llc Bellevue WA 09/2024 08/2025
Global Retirement Partners, Llc San Rafael CA 09/2024 08/2025
Gallagher Fiduciary Advisors, Llc Bellevue WA 08/2025 Present
Osaic Wealth Scottsdale AZ 10/2025 Present
Previous Registrations
  • 2024-09-27 → 2025-10-03
    San Rafael, CA
    Bellevue, WA
  • 2019-02-19 → 2024-07-10
    Sammamish, WA
    Greenwood Village, CO
    Issaquah, WA
  • 2008-03-06 → 2013-12-31
    J.P. Morgan Institutional Investments Inc.
    Overland Park, KS
    New York, NY
    Kansas City, MO
Other Businesses

WESTERN PENSION & BENEFITS COUNCIL - SEATTLE POSITION: Quarterly Program Co-Chair NATURE: Non-profit organization focused on educating individuals associated with providing retirement and health and welfare benefits to employees in the Seattle metro area. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2024 ADDRESS: 1402 Lake Tapps Pkwy SE, Ste. F104-133, Auburn WA 98092, United States DESCRIPTION: Formal description in the organization's bylaws: The chair or co-chairs of quarterly seminars shall be responsible for the organization and conduct of the corporation's quarterly seminars and shall serve as chair or co-chairs of the Quarterly Seminar Committee. They shall perform such other duties as from time to time may be assigned to them by the president or board of directors. Additional explanation of the role: Jennifer Schuessler is a co-chair for quarterly seminars, partnering with another co-chair to coordinate with local industry leaders to provide timely educational content to our members at quarterly events.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-28
S63 Uniform Securities Agent State Law Examination 2006-07-31
  • S65 Uniform Investment Adviser Law Examination
    2008-02-28
  • S63 Uniform Securities Agent State Law Examination
    2006-07-31
Designations
Other Names
  • Jennifer Rose Mallett

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor