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Jason John Potasnik
CRD#: 3250782
IA
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GALLAGHER FIDUCIARY ADVISORS, LLCCRD#: 146509 10900 NE 8th St., Suite 750
Bellevue, WA 98004
Bellevue, WA 98004
OSAIC WEALTH, INC.CRD#: 23131 10900 NE 8th St., Suite 750
Ste 200
Bellevue, WA 98004
Ste 200
Bellevue, WA 98004
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3/16/1999
Criminal
Final Disposition
State Registrations
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Washington 4/21/2022
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Washington 8/23/2024
SRO Registrations
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Registered with this firm since 4/21/2022
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Registered with this firm since 8/23/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 03/31/2022 - 08/23/2024 | Bellevue, WA | |
IA | 01/26/2021 - 03/31/2022 | BELLEVUE, WA | |
B | 12/23/2020 - 03/31/2022 | Bellevue, WA | |
B | 10/27/2000 - 09/19/2001 | CHICAGO, IL | |
B | 06/05/2000 - 10/17/2000 | MINNEAPOLIS, MN | |
B | 04/26/2000 - 10/17/2000 | MINNEAPOLIS, MN |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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