E C. Jalenak

LEGACY WEALTH MANAGEMENT

Memphis, TN 38120-1443

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CRD#: 1538565

Professional summary

E Charles Jalenak, CFP® is a registered financial advisor currently at LEGACY WEALTH MANAGEMENT INC located in Memphis, Tennessee.

E is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. E has worked at 3 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view E Charles Jalenak's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

June 21, 2011 - Present

LEGACY WEALTH MANAGEMENT INC

Office #1: 1715 Aaron Brenner Dr. Suite 301, Memphis, TN 38120-1443

RIA

CRD#: 108619

Memphis, TN

Past

February 2, 2004 - August 31, 2011

JALENAK CAPITAL MANAGEMENT, INC.

RIA

CRD#: 122682

MEMPHIS, TN

Past

February 23, 1988 - July 12, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEGACY WEALTH MANAGEMENT INC

CRD#: 108619 / SEC#: 801-18073

RIA

Registered Investment Advisory firm - (12/23/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(6/21/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 2/20/1988

General Securities Representative Examination

Current Firm

LEGACY WEALTH MANAGEMENT INC

CRD#: 108619 / SEC#: 801-18073

RIA

Registered Investment Advisory firm - (12/23/1982 Approved)

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Contact information

Main Address

1715 Aaron Brenner Dr. Suite 301, Memphis, TN 38120-1443

Mailing Address

Phone number

(901) 758-9006

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY WEALTH MANAGEMENT ADV PART 2 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	4,507
AUM (Assets Under Management)	$ 2,358,678,962

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report
04/22/2024	Cover Page	Report
01/30/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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E C. Jalenak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view E Charles Jalenak's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY WEALTH MANAGEMENT INC

JALENAK CAPITAL MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

LEGACY WEALTH MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 7

Date: 2/20/1988

Current Firm

LEGACY WEALTH MANAGEMENT INC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LEGACY WEALTH MANAGEMENT INC

TRUST BUT VERIFY

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