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JEFFREY H. REHM
LEGACY WEALTH ADVISORS | Partner
West Palm Beach, FL
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CRD#: 2930552
JR
Professional summary
JEFFREY HOWARD REHM is a registered financial advisor currently at LEGACY WEALTH ADVISORS, LLC located in West Palm Beach, Florida.
JEFFREY is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. JEFFREY has worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Biography
Jeffrey H. Rehm is a partner and director of investments for the Legacy Group of Companies at Hightower, where he is responsible for strategic portfolio allocations and investment manager analysis.
Mr. Rehm has more than 20 years of experience in financial markets. For the past 15 years, he has built a career helping high-net-worth families design, implement and monitor custom investment portfolios structured around their individual goals.
Prior to joining Legacy, Mr. Rehm was a senior wealth advisor at a boutique private bank in South Florida. He began his career on Wall Street working for Liberty Brokerage, an institutional bond trading firm, before transitioning to a role on Lehman Brothers’ middle-market trading and sales team, where he focused on equities and convertible bonds. In 2001, Mr. Rehm left Wall Street to global equities for a Singapore-based hedge fund, and he later moved to Washington D.C. to join Lydian Wealth Management as an investment analyst. Mr. Rehm has a Bachelor of Science in financial economics and biology from Fordham University and holds the Series 7 & 66 licenses. When he is not at work, he is actively chauffeuring his children from soccer field to soccer field or volunteering as an active member of the finance and investment committee at Rosarian Academy.
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view JEFFREY HOWARD REHM's 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®
NoneExperience
Current
October 19, 2023 - Present
LEGACY WEALTH ADVISORS, LLC
Office #2: 801 Brickell Avenue Suite 2500, Miami, FL 33131RIA
CRD#: 326117
West Palm Beach, FL
Past
May 25, 2017 - October 17, 2023
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Fort Lauderdale, FL
Past
January 15, 2016 - October 17, 2023
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
Fort Lauderdale, FL
Past
January 12, 2012 - January 22, 2016
OSAIC INSTITUTIONS, INC.
BD
CRD#: 35371
MERIDEN, CT
Past
July 2, 2007 - January 22, 2010
FORTIGENT SECURITIES COMPANY, LLC.
BD
CRD#: 46022
ROCKVILLE, MD
Past
November 28, 2006 - May 3, 2007
LYDIAN WEALTH MANAGEMENT COMPANY, LLC
RIA
CRD#: 107659
PALM BEACH, FL
Past
August 18, 2003 - June 16, 2006
FORTIGENT SECURITIES COMPANY, LLC.
BD
CRD#: 46022
ROCKVILLE, MD
Past
August 25, 2000 - September 27, 2001
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
November 1, 1999 - July 19, 2000
BRIDGE TRADING COMPANY
BD
CRD#: 6822
ST. LOUIS, MO
Past
February 16, 1998 - June 4, 1999
TULLETT LIBERTY BROKERAGE INC.
BD
CRD#: 19717
JERSEY CITY, NJ
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".
LW
LEGACY WEALTH ADVISORS, LLC
LEGACY WEALTH ADVISORS, LLC | LGOC, LLC
CRD#: 326117 / SEC#: 801-128702
RIA
Registered Investment Advisory firm - (9/11/2023 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
California(10/31/2023)
IAR
Florida(10/19/2023)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LW
LEGACY WEALTH ADVISORS, LLC
LEGACY WEALTH ADVISORS, LLC | LGOC, LLC
CRD#: 326117 / SEC#: 801-128702
RIA
Registered Investment Advisory firm - (9/11/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
801 Brickell Avenue Suite 2500, Miami, FL 33131
Mailing Address
Phone number
(305) 808-6140
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 191 |
| AUM (Assets Under Management) | $ 347,974,567 |
Red Flags
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