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Managing Partner, SR. Portfolio Manager · Legacy Edge Advisors

Jason S. Kass

CRD 3248234 · Named on Form ADV at one SEC-registered adviser

At a glance

Legacy Edge Advisors, an SEC-registered wealth manager based in Syosset, NY with $1.2 billion in regulatory assets, lists Jason S. Kass on its Form ADV as Managing Partner, SR. Portfolio Manager, a control person.

Firms and roles

  • Legacy Edge AdvisorsManaging Partner, SR. Portfolio ManagerWealth manager · Syosset, NY · $1.2B in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Timothy O. UrieManaging Partner and Chief Compliance Officer, Legacy Edge Advisors
  • Scott J. IsraelManaging Partner, Senior Wealth Advisor, Legacy Edge Advisors
  • Robert F. RomManaging Partner, Senior Wealth Advisor, Legacy Edge Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.