Benjamin F. Edwards & Company
46yrs
Top advisor by experience in Madison
29yrs
Jon Desmidt
Full name on record: Jon Patrick Desmidt
Financial advisor at Gallagher Fiduciary Advisors
Based in Madison, Wisconsin, Jon Desmidt is a fiduciary financial advisor with 29 years of industry experience. Jon has been with Gallagher Fiduciary Advisors since 2023; before that, Jon spent five years at F3 Investment Management and 12 years at Investment Centers of America. Gallagher Fiduciary Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 702 advisors with offices in Madison, and one of 632 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 16% by experience in Madison
Office834 East Washington Ave Suite 325, Madison, WI 53703
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$248,122
Advisors at the firm127
States licensed ?1 state
Services through Gallagher Fiduciary Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowGallagher Fiduciary Advisors, LLCCurrent firm
- 2018 – 2023F3 Investment Management, LLCPreviously
- 2005 – 2017Investment Centers of America, Inc.Previously
- 2002 – 2017SII Investments, Inc.Previously
Contact Jon
(630) 773-3800Firm headquarters in Rolling Meadows, IL. Ask for Jon. 834 East Washington Ave Suite 325Madison, WI 53703Office · Get directions
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call Gallagher Fiduciary Advisors at (630) 773-3800 and ask for Jon Desmidt. Jon works from the Madison, WI office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1997, about 29 years. Top 16% by experience in Madison.
What licenses does Jon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Gallagher Fiduciary Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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