Inactive

Jason Sean Kass

Legacy Edge Advisors

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Current Employers

Legacy Edge Advisors

485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-11-02

NY RA
APPROVED

Since 2023-11-02

Branch Locations

485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jp Morgan	New Hyde Park	NY	09/2015	05/2021
Legacy Edge Advisors, Llc	Syosset	NY	11/2023	Present
Newedge Advisors	Syosset	NY	05/2021	10/2023

09/2015 → 05/2021

Jp Morgan

New Hyde Park, NY
11/2023 → Present

Legacy Edge Advisors, Llc

Syosset, NY
05/2021 → 10/2023

Newedge Advisors

Syosset, NY

Previous Registrations

2021-05-24 → 2023-11-01

Newedge Advisors

New Orleans, LA

Melville, NY
2015-09-28 → 2021-05-27

J.P. Morgan Securities Llc

New York, NY

New York, NY

New York, NY

New Hyde Park, NY

Garden City, NY
2010-11-03 → 2015-10-01

Hsbc Securities (Usa) Inc.

New York, NY
2009-03-16 → 2010-10-15

Tiaa-Cref Individual & Institutional Services, Llc

New York, NY
2009-01-21 → 2009-02-24

Barclays Capital Inc.

New York, NY
2008-03-31 → 2008-10-15

Lehman Brothers Inc.

New York, NY

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-03-28
S63	Uniform Securities Agent State Law Examination	2004-12-28

S66 Uniform Combined State Law Examination

2008-03-28
S63 Uniform Securities Agent State Law Examination

2004-12-28

Designations

Other Names

Jason Sean Kass

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

CITIGROUP GLOBAL MARKETS INC.

J.P. MORGAN SECURITIES LLC

OLD BRIDGE WEALTH, INC

SPIRIT OF AMERICA MANAGEMENT CORP

STRONGHOLD CAPITAL PARTNERS LLC

SPIELBERGER & BROOKS, INC.

Other Investors

CHARLES HENRY WHITMAN

KAREN RANDY FILLER

SCOTT JASON ISRAEL

KENNETH DAVID DENICOLO

Lutelles Lindley White

THERESA ANN BILELLO

TIMOTHY JOHN SOMMER

HUI YAO KELLY LIN

Other Offices

LEGACY EDGE ADVISORS · SYOSSET, NY

WELLS FARGO CLEARING SERVICES, LLC · SYOSSET, NY

LPL FINANCIAL LLC · SYOSSET, NY

CITIGROUP GLOBAL MARKETS INC. · SYOSSET, NY

J.P. MORGAN SECURITIES LLC · SYOSSET, NY

OLD BRIDGE WEALTH, INC · SYOSSET, NY

OLD BRIDGE WEALTH, INC · SYOSSET, NY

LPL FINANCIAL LLC · SYOSSET, NY

More in Syosset, NY

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