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Jennifer Young Schmitt

Legacy Consulting Group

Plano, TX

Maumelle, AR

CRD 7336273

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Employer firm

Legacy Consulting Group CRD 108541

$379M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Legacy Consulting Group

5340 Legacy Drive Ste 165, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2022-08-04
TX RA APPROVED 2022-08-04
  • AR RA
    APPROVED
    Since 2022-08-04
  • TX RA
    APPROVED
    Since 2022-08-04

Branch Locations

5340 Legacy Drive Ste 165, Plano, TX 75024 • United States

Maumelle, AR • 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
Legacy Consulting Group Plano TX 09/2000 Present
Legacy Consulting Group Plano TX 08/2022 Present
Designations
  • Certified Financial Planner
Other Names
  • Jennifer Y. Schmitt

View on SEC IAPD

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