Jeffrey Howard Rehm

Employer firm

Legacy Wealth Advisors, LLC CRD 326117

$923M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 09/2023
  Hightower Advisors, Llc Dba Legacy Wealth Advisors
  Fort Lauderdale, FL
• 10/2023 → Present
  Legacy Wealth Advisors, Llc
  Miami, FL
• 01/2016 → 09/2023
  Hightower Securities, Llc
  Fort Lauderdale, FL
• 10/2023 → Present
  Flight Lease Capital Management
  Palm Beach Gardens, FL

Previous Registrations

• 2017-05-25 → 2023-10-17
  Hightower Advisors, Llc
  Fort Lauderdale, FL
• 2006-11-28 → 2007-05-03
  Lydian Wealth Management Company, Llc
  Palm Beach, FL

Other Businesses

1) Flight Lease Capital Management; Investment Related; Address - 3001 PGA Boulevard Suite 102, Palm Beach Gardens, FL 33410; Nature - Private Equity; Position - Managing Director; Start Date - 10/02/2023; 60 Hours/Month; 60 Hours/Month During Securities Trading Hours; Duties - Contractor, Investment Relations.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-13
• S65 Uniform Investment Adviser Law Examination
  2006-07-21
• S63 Uniform Securities Agent State Law Examination
  1998-03-03