DFX Intelligence

RIA Intelligence

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Registered advisor

J•••• R• M•••

M•••••• L••••• P•••••••independent RIALinwood, NjIA-onlyIAPD 4354369

Certified Financial Planner

Feed of 09/14/2026

At current firm

8 y

since Jul 16, 2018

In the industry

25 y

since Apr 20, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: MBAreportedmlegacy.comas printed on the bio page, Sep 16, 2026
Business email: jmack@mlegacy.comreportedmlegacy.comfirm site, Sep 16, 2026
Direct business phone: 609-601-0800reportedmlegacy.comfirm site, Sep 16, 2026
Professional profile: mlegacy.com/team/jacob-mackreportedmlegacy.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

M•••••• L••••• P••••••• independent RIA current
since Jul 16, 2018 · Linwood, Nj
M•••••• L••••• P•••••••• I••• unclassified
Sep 1, 2006 to Jun 20, 2016 · Linwood, Nj
C••••••••• F•••••••• N•••••• national BD
Sep 1, 2006 to Oct 26, 2018 · Linwood, Nj
E••••• J•••• national BD
Jul 18, 2006 to Sep 7, 2006 · Marmora, Nj

Moves

a registration end followed by a registration begin elsewhere

C••••••••• F•••••••• N•••••• to M•••••• L••••• P•••••••
left Oct 26, 2018, registered Jul 16, 2018 (-102 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
M•••••• L••••• P•••••••• I••• to C••••••••• F•••••••• N••••••
left Jun 20, 2016, registered Sep 1, 2006 (-3580 days) · Other · moved with a team
E••••• J•••• to M•••••• L••••• P•••••••• I•••
left Sep 7, 2006, registered Sep 1, 2006 (-6 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address