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Jacob R. Mack

Masters Legacy Planning

Linwood, NJ

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Current Employers
Masters Legacy Planning

650 New Road Suite B, Linwood, NJ 08221 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-07-16
  • NJ RA
    APPROVED
    Since 2018-07-16

Branch Locations

650 New Road Suite B, Linwood, NJ 08221 • 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
OrganizationCityStateFromTo
Commmonwealth Financial Network Waltham MA 09/2006 10/2018
Mlp3, Llc Linwood NJ 06/2018 Present
  • 09/2006 → 10/2018
    Commmonwealth Financial Network
    Waltham, MA
  • 06/2018 → Present
    Mlp3, Llc
    Linwood, NJ
Previous Registrations
Other Businesses

1. FIXED INSURANCE; AS AN AGENT; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED. 2. HARVEST WOODBINE, LLC - CO-OWNER; ENTITY THAT OWNS FARMLAND. PARTAILLY OWNED BY WATERWAY. NOT INVESTMENT RELATED. NOT CONDUCTED AT BRANCH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-17
S63 Uniform Securities Agent State Law Examination 2001-04-20
  • S65 Uniform Investment Adviser Law Examination
    2006-07-17
  • S63 Uniform Securities Agent State Law Examination
    2001-04-20
Designations

View on SEC IAPD

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