This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CORIENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 17, 2005earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65

First exam

Oct 17, 2005

First registration

Oct 18, 2005

Dual registered

no

Other names

JENNIFER ANN GALLAGHER|Jennifer Ann Eustance

IAPD individual key

5036842

• Occurred

  Oct 11, 2022
  Advisor changed firm

  Jennifer A Eustance left Eaton Vance Wateroak Advisors for Corient (registered 2022-10-12)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4a7181ac-dd3a-9b9a-fe8d-4494ed888aa9

First observed

Oct 18, 2005

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.