JS
Jamshid Sharifi
CRD 6411375
Firms
| Firm | Role | As of |
|---|---|---|
| Legacy Wealth Management Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Legacy Wealth Management Inc.
President/Owner/Chief Compliance Officer · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗