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

Jennifer Rose Schuessler

Gallagher Fiduciary Advisors, LLCinstitutionalBellevue, Wadual registrantIAPD 5148078

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jennifer Rose Mallett

At current firm

1 y

since Aug 19, 2025

In the industry

20 y

since Jul 31, 2006 (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 19, 2025 · Bellevue, Wa
Global Retirement Partners LLC institutional
Sep 27, 2024 to Oct 3, 2025 · San Rafael, Ca
Empower Advisory Group, LLC BD affiliated
Feb 19, 2019 to Jul 10, 2024 · Sammamish, Wa
J.P. Morgan Institutional Investments former
Mar 6, 2008 to Dec 31, 2013 · Overland Park, Ks

Moves

a registration end followed by a registration begin elsewhere

Global Retirement Partners LLC to Gallagher Fiduciary Advisors, LLC
left Oct 3, 2025, registered Aug 19, 2025 (-45 days) · Other
Empower Advisory Group, LLC to Global Retirement Partners LLC
left Jul 10, 2024, registered Sep 27, 2024 (79 days) · Other
J.P. Morgan Institutional Investments to Empower Advisory Group, LLC
left Dec 31, 2013, registered Feb 19, 2019 (1876 days) · Other

Signals

Jennifer Rose Schuessler left Global Retirement Partners Llc for Gallagher Fiduciary Advisors, Llc (registered 2025-08-19)
Oct 3, 2025 · Advisor changed firm · fact
Jennifer Rose Schuessler left Empower Advisory Group, Llc for Global Retirement Partners Llc (registered 2024-09-27)
Jul 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address