Jacob
Zody
Legacy Wealth Management Group, Inc
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About this Advisor
Jacob Zody is a financial advisor based in Lynchburg, Virginia, working with Legacy Wealth Management Group, Inc. Jacob has previously held positions at Legacy Wealth Management Group, Liberty University, Jeg'S High Performance, Gull Lake Ministries, Liberty Township YMCA, Columbus Zoo and Aquarium, Olentangy Liberty High School, and Worthington Christian Middle School. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Jacob is part of Legacy Wealth Management Group, Inc, which operates out of Lynchburg, Virginia. The firm has 12 employees and manages assets totaling $207.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Legacy Wealth Management Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Legacy Wealth Management Group, Inc Brokerage Details
$207,670,000
12
1,338
$155,209
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jacob Zody Work History
Legacy Wealth Management Group
Gull Lake Ministries
Jeg'S High Performance
Liberty University
Liberty Township Ymca
Columbus Zoo And Aquarium
Olentangy Liberty High School
Worthington Christian Middle School
Disclosures
Please visit the SEC profile of Jacob Zody 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 Wealth Management Group, Inc
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
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