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Inactive

Jacob Charles Zody

Legacy Wealth Management Group, Inc.

Lynchburg, VA

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Current Employers
Legacy Wealth Management Group, Inc.

1971 English Tavern Road, Lynchburg, VA 24501 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-05-22
  • VA RA
    APPROVED
    Since 2023-05-22

Branch Locations

1971 English Tavern Road, Lynchburg, VA 24501 • 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 Group Lynchburg VA 05/2022 Present
Liberty University Lynchburg VA 08/2019 05/2022
Jeg's High Performance Delaware OH 05/2020 08/2021
Gull Lake Ministries Kalamazoo MI 06/2021 07/2021
Liberty Township Ymca Powell OH 05/2018 01/2020
Columbus Zoo And Aquarium Powell OH 04/2016 12/2017
Olentangy Liberty High School Powell OH 08/2015 05/2019
  • 05/2022 → Present
    Legacy Wealth Management Group
    Lynchburg, VA
  • 08/2019 → 05/2022
    Liberty University
    Lynchburg, VA
  • 05/2020 → 08/2021
    Jeg's High Performance
    Delaware, OH
  • 06/2021 → 07/2021
    Gull Lake Ministries
    Kalamazoo, MI
  • 05/2018 → 01/2020
    Liberty Township Ymca
    Powell, OH
  • 04/2016 → 12/2017
    Columbus Zoo And Aquarium
    Powell, OH
  • 08/2015 → 05/2019
    Olentangy Liberty High School
    Powell, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-27
  • S65 Uniform Investment Adviser Law Examination
    2023-04-27

View on SEC IAPD

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LPL FINANCIAL LLC · LYNCHBURG, VA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LYNCHBURG, VA
CAPTRUST · Lynchburg, VA
RAYMOND JAMES & ASSOCIATES, INC. · Lynchburg , VA
MONTVUE CAPITAL MANAGEMENT, INC. · LYNCHBURG, VA
BROWN EDWARDS WEALTH STRATEGIES · LYNCHBURG, VA

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