Jack Logan Cassidy
Investment adviser representative at Sax Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$3.6BFirm assets
18 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 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.
- Sax Wealth Advisors, LLCOct 2022 to now
- JP Morgan ChaseMar 2022 to Sep 2022
- Sax Wealth AdvisorsJun 2020 to Feb 2022
- Sax Wealth AdvisorsJan 2019 to May 2020
- Full Time StudentAug 2016 to Jan 2019
- Borough of Lincoln ParkJun 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Sax Wealth Advisors, LLC
$3.6BAssets managed
1,655Clients
42Advisers
18 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
- 7292753
- Firm CRD
- 119193