Legacy Care Wealth, LLC
Legacy Care Wealth, LLC (CRD# 167592) is a financial advisory firm headquartered in Jersey City, NJ. They manage $6,202,400 in 43 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts43ACCOUNTS
Average Account Value$144,242
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
LA, NJ, NY
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly matters, managing their careers, taking care of their families, and enjoying their lives.
Prior to launching Legacy Care Wealth, I was a Client Service Associate at Barclays Wealth & Investment Management Division working with a top investment advisor at the firm from January 2010 to March 2013. My responsibilities included responding to client inquires regarding investment management, account maintenance, tax issues, trust and estate administration, as well as assisting the sales team with equity offerings, and marketing alternative investment opportunities. In addition, I hold an MBA from New York University's Stern School of Business. I completed my MBA with concentrations in Finance and Entrepreneurship, which included coursework in Business Management, Accounting, Business Strategy, Corporate Finance and Business Planning. I also hold a Bachelor of Arts from Vassar College (Poughkeepsie, NY) with concentrations in Economics and Italian. Lastly, I am a trustee and board member of the Student/Partner Alliance (S/PA), a non-profit organization that partners high school students from Jersey City and Newark with both scholarships and mentors so they can attain a private high school education.