Jacob
Mack

Masters Legacy Planning

CRD#4354369
Investment Advisor
in Linwood, NJ

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About this Advisor

Jacob Mack is a certified financial planner who works out of Linwood, New Jersey who has 5 years of industry experience. Mack is an employee of Masters Legacy Planning. Their career trajectory has included roles at Mlp3, LLC, Commmonwealth Financial Network and Masters Legacy Planning, Inc. Mack has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Masters Legacy Planning is a financial advisory firm based out of Linwood, NJ. It controls $191 million in assets under management across its 414 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 414 accounts, 28% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Masters Legacy Planning performs a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management are based on which services are offered. Fee types billed by Masters Legacy Planning likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

650 New Road Suite B
Linwood, NJ 08221

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Masters Legacy Planning Brokerage Details

Total Assets Under Management

$191,080,609

NJ Average: $10,121,009,343
Total Number of Employees

5

NJ Average: 92
Total Number of Accounts

414

NJ Average: 6,978
Average Account Size

$461,547

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Jacob Mack Work History

Jacob has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

Mlp3, LLC

2006 - 2018 (12 years)

Commmonwealth Financial Network

2006 - 2016 (10 years)

Masters Legacy Planning, 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 Mack 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 Masters Legacy Planning

Jacob Mack
Linwood, NJ
Todd Chamberlain
Linwood, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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