AL
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Ashley Jordan Legg

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
223 clients
Average Client Portfolio
$81.2M average
Assets Under Management
$18.1B

Fee Structure

Minimum Investment:$100M
Financial Planning:Investment management only
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Location

100 Pine Street, Suite 2600, San Francisco, CA, 94111

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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.

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Employment History
Current Registrations
Jordan Park Group LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Emerson Equity LLCBroker
December 2021 - February 2022 · 2 mos
Catalyst Private Wealth, LLC
December 2020 - February 2022 · 1 yr 2 mos
Dimensional Fund Advisors LP
December 2018 - November 2020 · 1 yr 11 mos
Dfa Securities LLCBroker
September 2018 - November 2020 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Ashley Jordan Legg - Financial Advisor | TrueAdvisor