Jacob R. Mack
Investment adviser representative at Masters Legacy Planning
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$248.1MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Masters Legacy PlanningJul 2018 to now
- Mlp3, LLCJun 2018 to now
- Commmonwealth Financial NetworkSep 2006 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Masters Legacy Planning
Legal name: Mlp3, LLC
$248.1MAssets managed
146Clients
2Advisers
8 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
- 4354369
- Firm CRD
- 296314