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Jason Sean Kass

Legacy Edge Advisors

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About Jason Sean Kass

Jason Kass is a financial advisor at Legacy Edge Advisors. Jason has been in the industry since 1999 and has experience working with HSBC, J.P. Morgan Securities LLC, and NewEdge Advisors. Jason holds the Series 7, 63, and 66 securities licenses and is a Certified Financial Planner and Chartered Financial Analyst. Jason specializes in portfolio management for individuals and financial planning.

Firm Information

Jason Kass is currently registered with Legacy Edge Advisors. Legacy Edge Advisors is an investment advisory firm headquartered in Syosset, NY, managing over $626 million in assets. With 6 licensed agents and 12 investment adviser representatives, they provide financial planning and portfolio management for individuals and high-net-worth individuals. They also participate in wrap fee programs.
Legacy Edge Advisors

485 UNDERHILL BLVD.

SYOSSET, NY 11791

$626.96M

Assets Under Management

5

Total Clients

12

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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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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Jason Kass’s Registration & Firm History

NY

11/02/2023 - Present

Legacy Edge Advisors (SYOSSET NY)

NY

09/25/2015 - 05/27/2021

J.P. MORGAN SECURITIES LLC (New Hyde Park NY)

NY

11/03/2010 - 10/01/2015

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NY

03/16/2009 - 10/15/2010

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NY

09/22/2008 - 02/24/2009

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

05/29/2007 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

12/20/2006 - 06/01/2007

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

11/04/2004 - 09/07/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

05/01/2001 - 07/11/2003

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

07/28/1999 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Sean Kass.
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