Jared Uribe-sullivan
Investment adviser representative at Legacy Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.2BFirm 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
- Pension consulting
Experience
10 years in the industry.
- Legacy Advisors, LLCSep 2018 to now
- Greenspring AssociatesJan 2018 to Jul 2018
- Threshold Group LLCSep 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Legacy Advisors, LLC
$5.2BAssets managed
317Clients
19Advisers
20 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
- 6108607
- Firm CRD
- 139830