PPrivate Fund Data Log in Join · $37/mo

Jacob Andrew Watts

Minority Owner / PrincipalLegacy Financial Strategies, LLCCRD 5154497

About Jacob Andrew Watts

Jacob Andrew Watts is listed as Minority Owner / Principal at Legacy Financial Strategies, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Legacy Financial Strategies, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jacob Andrew Watts work?

Jacob Andrew Watts is listed as Minority Owner / Principal at Legacy Financial Strategies, LLC on SEC Form ADV.

How much of Legacy Financial Strategies, LLC does Jacob Andrew Watts own?

Form ADV reports a beneficial ownership band of 10-25%.

Legacy Financial Strategies, LLC

TitleMinority Owner / Principal
Ownership10-25%
Control personNo
Since2018