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
| Title | Managing Partner, Sr. Portfolio Manager |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |