Jacob Zody (CRD# 7745913) is an Investment Advisor Representative working at Legacy Wealth Management Group, Inc. in Lynchburg, VA and has 1 year of experience in the finance industry.
CRD# 6713984
Edward Jones
CRD# 6165625
Hsc Wealth Advisors
CRD# 5724133
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Wealth Management Group | Lynchburg, VA | May 2022 - Current | 2 |
| Liberty University | Lynchburg, VA | Aug 2019 - May 2022 | 2 |
| Jeg's High Performance | Delaware, OH | May 2020 - Aug 2021 | 1 |
| Gull Lake Ministries | Kalamazoo, MI | Jun 2021 - Jul 2021 | < 1 |
| Liberty Township Ymca | Powell, OH | May 2018 - Jan 2020 | 1 |
| Olentangy Liberty High School | Powell, OH | Aug 2015 - May 2019 | 3 |
| Columbus Zoo And Aquarium | Powell, OH | Apr 2016 - Dec 2017 | 1 |
| Worthington Christian Middle School | Westerville, OH | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- VA
-
Total Assets Under Management208MILLIONS
-
Total Number of Accounts1,338ACCOUNTS
-
Average Account Value$155,209
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MI, NC, NH, PA, TX, VA
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