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Jamshid Sharifi

Legacy Wealth Management Inc.

Manassas, VA

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Current Employers
Legacy Wealth Management Inc.

10432 Balls Ford Road #120, Manassas, VA 20109 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-10-30
VA RA APPROVED 2014-11-04
  • TX RA
    APPROVED_RES
    Since 2018-10-30
  • VA RA
    APPROVED
    Since 2014-11-04

Branch Locations

10432 Balls Ford Rd Suite 120, Manassas, VA 20109 • 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 Wealth Management Inc. Manassas VA 10/2014 Present
Legacy Wealth Management Inc. Manassas VA 05/2014 Present
Legacy Associates Inc. Manassas VA 11/2004 Present
Lans Wilkes Barre PA 03/2014 Present
Other Businesses

LEGACY ASSOCIATES INC.; PRESIDENT/OWNER/INSURANCE AGENT; MANASSAS, VA; 25% OF TIME SPENT IN THIS BUSINESS; 11/2004. LANS; SILENT PARTNER/OWNER-RETAIL; WILKES BARRE, PA; 5 HOURS PER MONTH SPENT IN THIS BUSINESS; 03/2014.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-30
  • S65 Uniform Investment Adviser Law Examination
    2014-09-30
Other Names
  • Jay Sharifi

View on SEC IAPD

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