Masters Legacy Planning
Answer a few questions and
get matched with an advisor.
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Masters Legacy Planning Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jacob Mack Work History
Jacob has been registered as a financial advisor for 5 years.*
Commmonwealth Financial Network
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.
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
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 firstname.lastname@example.org.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.