Jennifer Young Schmitt
Investment adviser representative at Legacy Consulting Group
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$378.6MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Legacy Consulting GroupSep 2000 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Legacy Consulting Group
Legal name: Legacy Cg LLC
$378.6MAssets managed
209Clients
4Advisers
26 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
- 7336273
- Firm CRD
- 108541