Jeffrey Howard Rehm
Investment adviser representative at Legacy Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
$922.8MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Flight Lease Capital ManagementOct 2023 to now
- Legacy Wealth Advisors, LLCOct 2023 to now
- Hightower Advisors, LLC dba Legacy Wealth AdvisorsJan 2016 to Sep 2023
- Hightower Securities, LLCJan 2016 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Legacy Wealth Advisors, LLC
$922.8MAssets managed
20Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2930552
- Firm CRD
- 326117