General Counsel and Chief Compliance Officer · Callan
Jennifer Gallo
CRD 7336286 · Named on Form ADV at one SEC-registered adviser
At a glance
Callan, an SEC-registered asset manager based in SAN Francisco, CA with $41.9 billion in regulatory assets, lists Jennifer Gallo on its Form ADV as General Counsel and Chief Compliance Officer, a control person.
Firms and roles
- CallanGeneral Counsel and Chief Compliance OfficerAsset manager · SAN Francisco, CA · $42B in regulatory assets
AtlasMembers
Jennifer’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ronald D. PeytonExecutive Chairman & Director (elected Manager), Callan
- Gregory C AllenCEO & Chief Research Officer, & Director (elected Manager), Callan
- Inga B SweetEVP, COO & Director (elected Manager), Callan
- James A. CallahanPresident & Director (elected Manager), Callan
- Shalaka KachareSVP & Chief Financial Officer, Callan
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.