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JK
CFA · CFP
JK
CFA · CFP

Jason Kass

Legacy Edge Advisors
24 Years of Experience
Syosset, NY
View SEC Summary
View SEC Summary

Jason Kass is a CFA, CFP-designated registered investment advisor at Legacy Edge Advisors, based in Syosset, NY, with 24 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 532 clients with $1.2B in assets under management.

Legacy Edge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
532 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fee ranges up to 2.50% of assets under management. Fees are generally negotiable and may be charged as a single rate or tiered rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

485 Underhill Blvd., Suite 100, Syosset, NY, 11791

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Legacy Edge Advisors
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Newedge Advisors
May 2021 - November 2023 · 2 yrs 6 mos
J.P. Morgan Securities LLC
September 2015 - May 2021 · 5 yrs 8 mos
J.P. Morgan Securities LLCBroker
September 2015 - May 2021 · 5 yrs 8 mos
Hsbc Securities (USA) INC.Broker
November 2010 - October 2015 · 4 yrs 11 mos
Hsbc Securities (USA) INC.
November 2010 - October 2015 · 4 yrs 11 mos
Tiaa-Cref Advice and Planning Services
March 2009 - October 2010 · 1 yr 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2009 - October 2010 · 1 yr 7 mos
Barclays Capital INC.
January 2009 - February 2009 · 1 mo
Barclays Capital INC.Broker
September 2008 - February 2009 · 5 mos
Lehman Brothers INC.
March 2008 - October 2008 · 7 mos
Lehman Brothers INC.Broker
May 2007 - September 2008 · 1 yr 4 mos
J.P. Morgan Securities INC.Broker
December 2006 - June 2007 · 6 mos
J.P. Morgan Securities INC.Broker
November 2004 - September 2005 · 10 mos
J.P. Morgan Securities INC.Broker
May 2001 - July 2003 · 2 yrs 2 mos
J.P. Morgan Securities INC.Broker
July 1999 - May 2001 · 1 yr 10 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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