Jacob R. Mack

MASTERS LEGACY PLANNING

Linwood, NJ 08221

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CRD#: 4354369

Professional summary

Jacob R. Mack, CFP® is a registered financial advisor currently at MASTERS LEGACY PLANNING located in Linwood, New Jersey.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jacob has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

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. FIXED INSURANCE; AS AN AGENT; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED. 2. HARVEST WOODBINE, LLC - CO-OWNER; ENTITY THAT OWNS FARMLAND. PARTAILLY OWNED BY WATERWAY. NOT INVESTMENT RELATED. NOT CONDUCTED AT BRANCH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob R. Mack'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: 2008

Experience

Current

July 16, 2018 - Present

MASTERS LEGACY PLANNING

Office #1: 650 New Road Suite B, Linwood, NJ 08221

RIA

CRD#: 296314

Linwood, NJ

Past

September 1, 2006 - June 20, 2016

MASTERS LEGACY PLANNING, INC.

RIA

CRD#: 120905

LINWOOD, NJ

Past

September 1, 2006 - October 26, 2018

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

LINWOOD, NJ

Past

September 1, 2006 - October 26, 2018

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

LINWOOD, NJ

Past

July 18, 2006 - September 7, 2006

EDWARD JONES

RIA

CRD#: 250

MARMORA, NJ

Past

April 18, 2001 - September 7, 2006

EDWARD JONES

CRD#: 250

MARMORA, 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".

MASTERS LEGACY PLANNING

MASTERS LEGACY PLANNING | MLP3, LLC

CRD#: 296314 / SEC#: 801-113681

RIA

Registered Investment Advisory firm - (7/25/2018 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

New Jersey
(7/16/2018)

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

State Security Law Exam

IAR

Series 65

Date: 7/17/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/20/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/17/2001

General Securities Representative Examination

Current Firm

MASTERS LEGACY PLANNING

MASTERS LEGACY PLANNING | MLP3, LLC

CRD#: 296314 / SEC#: 801-113681

RIA

Registered Investment Advisory firm - (7/25/2018 Approved)

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Contact information

Main Address

650 New Road Suite B, Linwood, NJ 08221

Mailing Address

Phone number

(609) 601-0800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A AUGUST 2025 (8/20/2025)

Regulatory assets under management

Total Number of Accounts	313
AUM (Assets Under Management)	$ 242,145,863

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/29/2025	Cover Page	Report
01/10/2025	Cover Page	Report
03/29/2024	Cover Page	Report
01/27/2023	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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Firm Stability Insights

Jacob R. Mack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob R. Mack's CRS (Customer Relationship Summary).

Certified licenses

Experience

MASTERS LEGACY PLANNING, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MASTERS LEGACY PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 7/17/2006

Series 63

Date: 4/20/2001

SIE

Date: 10/1/2018

Series 7

Date: 4/17/2001

Current Firm

MASTERS LEGACY PLANNING

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MASTERS LEGACY PLANNING

TRUST BUT VERIFY

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