Jason Thomas Hathaway
Investment adviser representative at Legacy Wealth Advisors, LLC
15 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
15 years in the industry.
- Path Capital Partners, LLCMar 2025 to now
- Pcp Equity I Gp, LLCMar 2025 to now
- Legacy Wealth Advisors, LLCOct 2023 to now
- Path Capital Management, LLCApr 2023 to now
- Hathaway Capital Partners I, LLCAug 2018 to now
- Hathaway Capital Management LLCJan 2018 to now
- Innovative Construction Solutions, Inc.Nov 2019 to Jan 2021
- Lcp, LLCApr 2019 to Mar 2024
- Hightower Advisors, LLC dba Legacy Wealth AdvisorsApr 2019 to Sep 2023
- Wca Securities, LLCAug 2015 to Dec 2018
- Williams Capital Advisors, LLCMay 2011 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
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
- 5001545
- Firm CRD
- 326117