Unclaimed Profile

Jason Sean Kass

LEGACY EDGE ADVISORS, LLC·SYOSSET, New York

SIE, Series 7, Series 7TO, Series 63, Series 66CFP CFAClean record18 years registeredLEGACY EDGE ADVISORS, LLC

485 UNDERHILL BLVD., SYOSSET, NY 11791CRD# 3248234Firm CRD# 328064

Profile Verification

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

Identity

Jason Sean Kass · SYOSSET, NY

Registration

CRD #3248234 · LEGACY EDGE ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

LEGACY EDGE ADVISORS

Nov 2023 – present

NEWEDGE ADVISORS

May 2021 – Nov 2023

Melville, NY

J.P. MORGAN SECURITIES LLC

Sep 2015 – May 2021

New Hyde Park, NY

HSBC SECURITIES (USA) INC.

Nov 2010 – Oct 2015

NEW YORK, NY

TIAA-CREF ADVICE AND PLANNING SERVICES

Mar 2009 – Oct 2010

NEW YORK, NY

BARCLAYS CAPITAL INC.

Jan 2009 – Feb 2009

NEW YORK, NY

LEHMAN BROTHERS INC.

Mar 2008 – Oct 2008

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · March 31, 2008

Years registered · 18

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY EDGE ADVISORS, LLC

CRD 328064 · SEC 801-128842

AUM

$627M

Regulatory assets under management

Employees

893 client accounts

Services offered by LEGACY EDGE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY EDGE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Sean Kass offer?

Jason Sean Kass specializes in Financial Planning, Investment Management. Contact their office in SYOSSET, New York for a consultation.

What are Jason Sean Kass's credentials?

Jason Sean Kass holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Sean Kass located?

Jason Sean Kass is based in SYOSSET, New York, working with LEGACY EDGE ADVISORS, LLC. Their office serves clients in the SYOSSET metropolitan area and surrounding communities.

How does Jason Sean Kass charge for services?

Jason Sean Kass'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 EDGE ADVISORS, LLC?

LEGACY EDGE ADVISORS, LLC has approximately 12 employees and manages $627M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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