# Jason Kass

> Jason Kass is a fee-only financial advisor at Legacy Edge Advisors in Syosset, New York, who holds the CFP and CFA credentials. Legacy Edge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-kass/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Legacy Edge Advisors
- **Based in:** Syosset, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.23B across 532 accounts
- **Credentials:** CFP, CFA
- **CRD:** 3248234 (https://adviserinfo.sec.gov/individual/summary/3248234)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2004), Series 66 (2008)
- **Firm size:** 18 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Jason Kass a fee-only financial advisor?

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

### How does Jason charge for financial advice?

Jason's firm, Legacy Edge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jason Kass based?

Jason Kass is based in Syosset, New York.

### What credentials does Jason Kass hold?

Jason Kass holds the CFP and CFA credentials.

### Is Jason Kass registered with the SEC?

Yes. Jason Kass is registered as an investment adviser representative in NY (CRD 3248234), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Legacy Edge Advisors manage?

Legacy Edge Advisors reports $1.23B across 532 accounts in assets under management.

### How do I contact Jason Kass?

Contact details aren't on file yet. Search for Legacy Edge Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3248234): 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

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