Jackson Robert Gallagher

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 07/2024 → 06/2026
  New York Life Insurance Company
  Milwaukee, WI
• 08/2024 → 06/2026
  Nylife Securities Llc
  Milwaukee, WI
• 09/2023 → 03/2024
  Mathnasium Of West Des Moines
  West Des Moines, IA
• 06/2023 → 08/2023
  Treehouse Foods
  Green Bay, WI
• 06/2022 → 08/2022
  Nicolet National Bank
  Green Bay, WI
• 12/2020 → 08/2023
  Shipt, Inc.
  Green Bay, WI
• 08/2020 → 12/2020
  Vote Smart
  Des Moines, IA
• 09/2019 → 10/2025
  City Of De Pere
  De Pere, WI
• 11/2018 → 06/2020
  Walgreens
  Bellevue, WI
• 06/2017 → 09/2018
  Culver's
  Green Bay, WI
• 08/2020 → 05/2024
  Drake University
  Des Moines, IA
• 09/2016 → 05/2020
  De Pere High School
  De Pere, WI
• 07/2020 → 07/2020
  No Employment
  Bellevue, WI
• 06/2026 → Present
  Wells Fargo Clearing Services, Llc
  New Berlin, WI
• 06/2026 → Present
  Wells Fargo Bank, Na
  New Berlin, WI

Exams

• S66 Uniform Combined State Law Examination
  2026-07-02
• S63 Uniform Securities Agent State Law Examination
  2024-12-04

Other Names

• Jackson Gallagher