# E Jalenak

> E Jalenak is a fee-only financial advisor at Legacy Wealth Management in Memphis, Tennessee, who holds the CFP credential. E focuses on estate & legacy planning and family wealth transfer. Legacy Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/e-jalenak/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Legacy Wealth Management
- **Based in:** Memphis, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.66B across 4,667 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 1538565 (https://adviserinfo.sec.gov/individual/summary/1538565)
- **SEC registration:** Investment adviser representative in TN
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** https://www.legacywealth.com

## Frequently asked questions

### Is E Jalenak a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: E holds no broker registration, and Legacy Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does E charge for financial advice?

E's firm, Legacy Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is E Jalenak based?

E Jalenak is based in Memphis, Tennessee.

### What does E specialize in?

E's specialties include estate & legacy planning and family wealth transfer. E works with multi-generational families.

### What credentials does E Jalenak hold?

E Jalenak holds the CFP credential.

### Is E Jalenak registered with the SEC?

Yes. E Jalenak is registered as an investment adviser representative in TN (CRD 1538565), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Legacy Wealth Management manage?

Legacy Wealth Management reports $2.66B across 4,667 accounts in assets under management.

### How do I contact E Jalenak?

Through E's website, www.legacywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1538565): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.legacywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.