Jason Sean Kass
Investment adviser representative at Legacy Edge Advisors
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Legacy Edge Advisors, LLCNov 2023 to now
- Newedge AdvisorsMay 2021 to Oct 2023
- JP MorganSep 2015 to May 2021
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Legacy Edge Advisors
Legal name: Legacy Edge Advisors, LLC
$1.2BAssets managed
532Clients
19Advisers
2 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
- 3248234
- Firm CRD
- 328064