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JS

Jennifer Y. Schmitt

LEGACY CONSULTING GROUP
Maumelle, AR
Some features on this profile are disabled
CRD#: 7336273
JS

Professional summary

Jennifer Young Schmitt, who also goes by Jennifer Y. Schmitt, is a registered financial advisor currently at LEGACY CONSULTING GROUP located in Maumelle, Arkansas.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jennifer has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer Y. Schmitt

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 Jennifer Young Schmitt'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®
None

Experience

Current

August 4, 2022 - Present

LEGACY CONSULTING GROUP

RIA
CRD#: 108541
Maumelle, AR

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".
LC
LEGACY CONSULTING GROUP
LEGACY CG LLC | LEGACY CONSULTING GROUP

CRD#: 108541 / SEC#: 801-57457

RIA
Registered Investment Advisory firm - (4/20/2000 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
Arkansas
(8/4/2022)
IAR
Texas
(8/4/2022)

Exams

Current Firm

LC
LEGACY CONSULTING GROUP
LEGACY CG LLC | LEGACY CONSULTING GROUP

CRD#: 108541 / SEC#: 801-57457

RIA
Registered Investment Advisory firm - (4/20/2000 Approved)
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Contact information

Main Address
5340 Legacy Drive Ste 165, Plano, TX 75024
Mailing Address
Phone number
(972) 599-4750
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LEGACY CONSULTING GROUP ADV PART 2A BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts513
AUM (Assets Under Management)$ 356,411,037

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.

Company Information

LEGACY CONSULTING GROUP

CRD#: 108541Maumelle, AR

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