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David Joshua Jobrack

Legacy Wealth Management, LLC

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About David Joshua Jobrack

David Jobrack is a Registered Investment Advisor Representative at Legacy Wealth Management, LLC. David has experience in the financial services industry since 2014. David obtained the Uniform Investment Adviser Law Examination (Series 65) in October 2024. David's areas of specialization include investment advisory services, financial planning, and selection of other advisors. David has experience working with individuals, high-net-worth individuals and pension and profit-sharing plans. David is registered in Montana. Legacy Wealth Management, LLC is a registered investment advisor with the SEC. The firm has offices in Boise, ID and Billings, MT. Legacy Wealth Management, LLC provides investment advisory services to individuals, high-net-worth individuals and pension and profit-sharing plans. The firm's services include financial planning and selection of other advisors. The firm has approximately $373,210,168 in assets under management.

Firm Information

David Jobrack is currently registered with Legacy Wealth Management, LLC. Legacy Wealth Management, LLC is an investment advisor registered with the SEC. Located in Boise, Idaho, the firm has 11 licensed agents, 23 investment advisor representatives, and 16 investment advisory functions. They manage over $373 million in assets for 3,537 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They offer a range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors.
Legacy Wealth Management, LLC

13965 W. CHINDEN BLVD.

BOISE, ID 83713

$373.21M

Assets Under Management

Not reported

Total Clients

26

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 individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

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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David Jobrack’s Registration & Firm History

MT

10/09/2024 - Present

Legacy Wealth Management, LLC (Billings MT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Joshua Jobrack.
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