Jacob Charles Zody
Investment adviser representative at Legacy Wealth Management Group, Inc.
11 yearsExperience
1 stateRegistered in
$289.8MFirm assets
3 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
Experience
11 years in the industry.
- Legacy Wealth Management Group, Inc.May 2022 to now
- Gull Lake MinistriesJun 2021 to Jul 2021
- Jeg's High PerformanceMay 2020 to Aug 2021
- Liberty UniversityAug 2019 to May 2022
- Liberty Township YmcaMay 2018 to Jan 2020
- Columbus Zoo and AquariumApr 2016 to Dec 2017
- Olentangy Liberty High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
Legacy Wealth Management Group, Inc.
$289.8MAssets managed
991Clients
7Advisers
3 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
- 7745913
- Firm CRD
- 322235