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Ashley Jordan Legg

Jordan Park Group LLC

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About Ashley Jordan Legg

Ashley Jordan Legg is a registered investment advisor representative with Jordan Park Group LLC in San Francisco, California. Ashley has been in the industry since 2018 and has held prior roles at Emerson Equity LLC in San Mateo, California and DFA Securities LLC in Austin, Texas. Ashley holds the Series 66, SIE and Series 7 licenses. Jordan Park Group LLC is a Registered Investment Advisor that focuses on providing wealth management services to individuals, families, endowments and foundations. The firm has approximately $15.41 Billion in assets under management.

Firm Information

Ashley Legg is currently registered with Jordan Park Group LLC. Jordan Park Group LLC is an investment advisor headquartered in San Francisco, CA. The firm provides financial planning, selection of other advisors, and portfolio management for businesses, individuals, and pooled investment vehicles. As of 2023, the firm manages over $15 billion in assets for approximately 3,900 clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Jordan Park Group LLC

100 PINE STREET

SAN FRANCISCO, CA 94111

$15.41B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Ashley Legg’s Registration & Firm History

CA

03/09/2022 - Present

Jordan Park Group LLC (SAN FRANCISCO CA)

CA

12/27/2021 - 02/28/2022

EMERSON EQUITY LLC (SAN MATEO CA)

TX

09/28/2018 - 11/10/2020

DFA SECURITIES LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 12/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ashley Jordan Legg.
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