Investment adviser representative · Jordan Park Group LLC
Ashley J. Legg
CRD 6503100 · San Francisco, CA
At a glance
Ashley J. Legg is an investment adviser representative with Jordan Park Group LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ashley’s SEC record dates to 2018, about 7 years ago.
Current advisory firm
- Jordan Park Group LLCSince March 2022San Francisco, CA · $23B in regulatory assets
SEC adviser record
- Registered since
- 2018 (7 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ashley’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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- Jonathan C. FultsSan Francisco · Chartered Financial Analyst
- Michele C. HomSan Francisco · Certified Financial Planner
- Tierney E. JohnsonSan Francisco · Certified Financial Planner
- Benjamin W. LesterSan Francisco · Chartered Financial Analyst
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