Jamshid Sharifi
Investment adviser representative at Legacy Wealth Management Inc.
22 yearsExperience
2 statesRegistered in
$313.9MFirm assets
5 yearsFirm in business
Are you Jamshid Sharifi? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
22 years in the industry.
- Legacy Wealth Management Inc.May 2014 to now
- LansMar 2014 to now
- Legacy Associates Inc.Nov 2004 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Legacy Wealth Management Inc.
$313.9MAssets managed
732Clients
5Advisers
5 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
- 6411375
- Firm CRD
- 173453