Jose Asencion Cabrera
Investment adviser representative at Legacies Wealth LLC
13 yearsExperience
1 stateRegistered in
$505.4MFirm assets
11 yearsFirm in business
Are you Jose Asencion Cabrera? 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Legacies Wealth LLCApr 2022 to now
- Dougherty Wealth AdvisersApr 2018 to now
- 3mJul 2017 to Mar 2018
- St. John's UniversityAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Legacies Wealth LLC
$505.4MAssets managed
87Clients
4Advisers
11 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
- 7497764
- Firm CRD
- 143138