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Jason Sean Kass

Managing Partner, Sr. Portfolio ManagerLegacy Edge Advisors, LLCCRD 3248234

About Jason Sean Kass

Jason Sean Kass is listed as Managing Partner, Sr. Portfolio Manager at Legacy Edge Advisors, LLC in Syosset, NY. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Legacy Edge Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason Sean Kass work?

Jason Sean Kass is listed as Managing Partner, Sr. Portfolio Manager at Legacy Edge Advisors, LLC on SEC Form ADV.

How much of Legacy Edge Advisors, LLC does Jason Sean Kass own?

Form ADV reports a beneficial ownership band of 25-50%.

Legacy Edge Advisors, LLC

TitleManaging Partner, Sr. Portfolio Manager
Ownership25-50%
Control personYes
Since2023
View Legacy Edge Advisors, LLC →