Ashley Jordan Legg
Investment adviser representative at Jordan Park Group LLC
10 yearsExperience
1 stateRegistered in
$23.3BFirm assets
9 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Jordan Park Group, LLCMar 2022 to now
- Emerson EquityDec 2021 to Feb 2022
- Catalyst Private Wealth, LLCNov 2020 to Feb 2022
- Dimensional Fund AdvisorsAug 2016 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Jordan Park Group LLC
$23.3BAssets managed
229Clients
14Advisers
9 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
- 6503100
- Firm CRD
- 287755