Unclaimed Profile

Jacob Andrew Watts

LEGACY FINANCIAL STRATEGIES, LLC·OVERLAND PARK, Kansas

Clean recordLEGACY FINANCIAL STRATEGIES, LLC

5400 COLLLEGE BLVD., OVERLAND PARK, KS 66211CRD# 5154497Firm CRD# 283553

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Andrew Watts · OVERLAND PARK, KS

Registration

CRD #5154497 · LEGACY FINANCIAL STRATEGIES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jacob Andrew Watts is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with LEGACY FINANCIAL STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEGACY FINANCIAL STRATEGIES, LLC

AUM

$646M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY FINANCIAL STRATEGIES, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5154497

Firm CRD# 283553

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jacob Andrew Watts offer?

Jacob Andrew Watts specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Jacob Andrew Watts's credentials?

Jacob Andrew Watts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Andrew Watts located?

Jacob Andrew Watts is based in OVERLAND PARK, Kansas, working with LEGACY FINANCIAL STRATEGIES, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Jacob Andrew Watts charge for services?

Jacob Andrew Watts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY FINANCIAL STRATEGIES, LLC?

LEGACY FINANCIAL STRATEGIES, LLC has approximately 14 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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