Jason Potasnik
Retirement Plan Consultant, Investment Advisor Representative
- Role
- Investment Advisor Representative, Retirement Plan Consultant at Gallagher
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jason Potasnik
Series 7 and 66 professional. DisclosureGallagher Fiduciary Advisors, LLC (\"GFA\") is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co, GFA, their affiliates nor representatives provide accounting, legal or tax advice.Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth nor their affiliates provide accounting, legal or tax advice. Review the Osaic Form CRSGallagher Money Coaching services are provided in partnership with Your Money Line® and, as such, users will be required to contract directly with Your Money Line for certain services. Your Money Line is not affiliated with Gallagher companies but Gallagher companies may receive referral fees from Your Money Line under this partnership.As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department.For full disclosure, please see our website at
Experience
Investment Advisor Representative, Retirement Plan Consultant
Jul 2018 — Present · Seattle, WA, US
Series 7 and 66 professional who works with clients to design retirement plan benefit, advise on investments and educate participants. Consults on recordkeeping issues and optimizes vendor relationships.
Education
University of Minnesota
BS, Urban Planning/GIS
1994 — 1998
University of St. Thomas - Opus College of Business
MBA, Business Management
2001 — 2004
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