Unclaimed Profile

Jennifer Cathcart Bartlam

LEGACY WEALTH MANAGEMENT, LLC·RIDGELAND, Mississippi

SIE, Series 6, Series 7, Series 66Clean record19 years registeredLEGACY WEALTH MANAGEMENT, LLC

300 CONCOURSE BLVD, SUITE 102, RIDGELAND, MS 39157CRD# 3159624Firm CRD# 304659

Profile Verification

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

Identity

Jennifer Cathcart Bartlam · RIDGELAND, MS

Registration

CRD #3159624 · LEGACY WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEGACY WEALTH MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC

Aug 2019 – Jun 2020

RIDGELAND, MS

EAGLE STRATEGIES LLC

Oct 2015 – Jun 2019

BRANDON, MS

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Apr 2007 – Sep 2014

JACKSON, MS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · April 12, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY WEALTH MANAGEMENT, LLC

CRD 304659 · SEC 801-117015

AUM

$305M

Regulatory assets under management

Employees

55 client accounts

Services offered by LEGACY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Cathcart Bartlam offer?

Jennifer Cathcart Bartlam specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Jennifer Cathcart Bartlam's credentials?

Jennifer Cathcart Bartlam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Cathcart Bartlam located?

Jennifer Cathcart Bartlam is based in RIDGELAND, Mississippi, last registered with LEGACY WEALTH MANAGEMENT, LLC.

How does Jennifer Cathcart Bartlam charge for services?

Jennifer Cathcart Bartlam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY WEALTH MANAGEMENT, LLC?

LEGACY WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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