Career
John Jurik has been Vice President of Gallagher Fiduciary Advisors since March 2023. John Jurik is a control person of the firm and directly owns under 5% of it.
Gallagher Fiduciary Advisors, LLC is a Rolling Meadows, IL firm with $195B under management, 6,120 clients and 218 advisers across 37 offices, as of its September 2026 filing.
Gallagher lists John Jurik as US Retirement Plan Consulting Leader.
- – present · 4 yearsRolling Meadows, IL · Adviser representative · Firm CRD 146509
- Kestra Advisory Services, LLC– · 5 yearsRolling Meadows, IL · Adviser representative · Firm CRD 283330
- NFP Advisor Services, LLC– · 2 yearsRolling Meadows, IL · Adviser representative · Firm CRD 42046
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Illinois | Approved | 25 April 2022 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 February 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 December 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- John Stanley Jurik
- CRD
- 5593981
- Office
- 2850 Golf Road, Rolling Meadows, IL 60008
- Firm bio
- ajg.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does John Jurik work?
John Jurik has been Vice President of Gallagher Fiduciary Advisors, LLC since March 2023, and is a control person of the firm.
Is John Jurik a financial advisor?
Yes. John Jurik has a current investment-adviser registration in Illinois, through Gallagher Fiduciary Advisors since April 2022.
How many years of experience does John Jurik have?
John Jurik has 17 years in the financial industry, since January 2009, across 3 adviser firms.
What exams has John Jurik passed?
John Jurik has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in December 2008. FINRA credited John Jurik with the SIE, which began in October 2018.
Where did John Jurik work before Gallagher Fiduciary Advisors?
Before Gallagher Fiduciary Advisors, John Jurik was registered through Kestra Advisory Services, LLC, April 2016 to March 2022; NFP Advisor Services, LLC, March 2014 to September 2016.
Where is John Jurik based?
John Jurik’s registered office is in Rolling Meadows, IL.
Leadership at Gallagher Fiduciary Advisors
- Bart BurkhartVice President, Investments Practice Leader
- Richard CaryVice President and Controller
- Michael JohnsonVice President and Area President Gallagher Fiduciary Advisors, LLC
- William ZiebellPresident
- Nicolas MedinaChief Compliance Officer and Assistant Secretary
- Michael BurchillCFO
- Jennifer RyderAssistant Secretary, VP & General Counsel