DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason Albino

Gallagher Fiduciary Advisors, LLCinstitutionalRolling Meadows, Ildual registrantIAPD 2891263

Feed of 09/14/2026

Also filed as Jason Roberto Albino

At current firm

2 y

since Aug 15, 2024

In the industry

28 y

since Nov 10, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Gallagher Fiduciary Advisors, LLC institutional current
since Aug 15, 2024 · Rolling Meadows, Il
Grove Point Advisors, LLC former
Apr 1, 2021 to Jun 10, 2024 · Rockville, Md
H. Beck, Inc. former
Feb 27, 2018 to Apr 1, 2021 · Rockville, Md
Invest Financial Corporation former
Aug 21, 2017 to Feb 26, 2018 · Appleton, Wi
Invest Financial Corporation former
Jan 30, 2017 to Jul 14, 2017 · Appleton, Wi
Td Ameritrade, Inc. former
Sep 21, 2004 to May 9, 2006 · New York, Ny
Ameriprise Financial Services, LLC national BD
Jun 10, 2004 to Jul 27, 2004 · Los Angeles, Ca
Securities America Advisors, Inc. former
May 11, 2004 to May 20, 2004 · Santa Monica, Ca

Moves

a registration end followed by a registration begin elsewhere

Grove Point Advisors, LLC to Gallagher Fiduciary Advisors, LLC
left Jun 10, 2024, registered Aug 15, 2024 (66 days) · Other
H. Beck, Inc. to Grove Point Advisors, LLC
left Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
Invest Financial Corporation to H. Beck, Inc.
left Feb 26, 2018, registered Feb 27, 2018 (1 days) · Other
Td Ameritrade, Inc. to Invest Financial Corporation
left May 9, 2006, registered Jan 30, 2017 (3919 days) · Other
Ameriprise Financial Services, LLC to Td Ameritrade, Inc.
left Jul 27, 2004, registered Sep 21, 2004 (56 days) · Affiliated broker-dealer or bank to a newly registered adviser
Securities America Advisors, Inc. to Ameriprise Financial Services, LLC
left May 20, 2004, registered Jun 10, 2004 (21 days) · Other

Signals

Jason Albino left Grove Point Advisors, Llc for Gallagher Fiduciary Advisors, Llc (registered 2024-08-15)
Jun 10, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address