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Jared Uribe-sullivan

Legacy Advisors, LLC

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About Jared Uribe-sullivan

Jared Uribe-sullivan is a financial advisor at Legacy Advisors, LLC. Jared has been in the financial industry for over five years. Jared's primary areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Jared holds the Series 7, Series 63, and SIE securities licenses. Jared is also a Certified Financial Planner. Prior to joining Legacy Advisors, LLC, Jared was a financial advisor at Vanguard Marketing Corporation.

Firm Information

Jared Uribe-sullivan is currently registered with Legacy Advisors, LLC. Legacy Advisors, LLC is an investment advisor based in Plymouth Meeting, PA. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. The firm has approximately $3.6 billion in regulatory assets under management.
Legacy Advisors, LLC

5 APOLLO ROAD, SUITE 100

PLYMOUTH MEETING, PA 19462

$3.64B

Assets Under Management

Not reported

Total Clients

16

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Jared Uribe-sullivan’s Registration & Firm History

PA

09/21/2018 - Present

Legacy Advisors, LLC (PLYMOUTH MEETING PA)

PA

07/22/2013 - 09/15/2016

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 07/31/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Uribe-sullivan.
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