JR
Jeffrey Rehm
from Legacy Wealth Advisors, LLC
Jeffrey Rehm is a financial advisor based in Florida, Miami,
with 27 years of experience. Jeffrey currently works for
Legacy Wealth Advisors, LLC.
Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Rehm works at Legacy Wealth Advisors, LLC
Legacy Wealth Advisors, LLC is a financial advisory firm based in Miami, Florida. It currently has approximately $146,603,939 of assets under management and employs about 10 people. Legacy Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
801 Brickell Avenue, Suite 2550, Miami, Florida, 33131
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