Jacob
Watts
Legacy Financial Strategies, LLC
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About this Advisor
Jacob Watts is a financial advisor based in Leawood, Kansas with 6 years of relevant experience. Watts is currently employed by Legacy Financial Strategies, LLC. Their career trajectory has included roles at Ameriprise Financial Services, Inc and Legacy Financial Strategies, LLC. Watts has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in Kansas and Texas. Legacy Financial Strategies, LLC is a firm headquartered in Leawood, KS. It has a total of 12 financial advisors. It manages $509 million in assets under management among its 1,836 client accounts, making it one of the larger firms in the United States by assets under management. Of its 1,836 client accounts, 37% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually are based on which service is provided. However, fee types charged by Legacy Financial Strategies, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Financial Strategies, LLC Brokerage Details
$508,657,490
12
1,836
$277,047
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jacob Watts Work History
Jacob has been registered as a financial advisor for 6 years.*
Legacy Financial Strategies, LLC
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Watts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Financial Strategies, LLC
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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