Amir Jamsheed has been an investment adviser representative at Legacy Wealth Management since September 2026, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Management, LLC is a Boise, ID firm with $629M under management, 3,416 clients and 39 advisers across 22 offices, as of its May 2026 filing.
- – present · under a yearEncino, CA · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Amir Jamsheed is registered as an investment adviser representative in California, as a resident of California, since September 2026.
- CaliforniaResidentSince 21 September 2026
Examinations
No examinations are on Amir Jamsheed’s record.
- Full name
- Amir H. Jamsheed
- CRD
- 8320535
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Encino, CA
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Amir Jamsheed work?
Amir Jamsheed is an investment adviser representative registered through Legacy Wealth Management, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Amir Jamsheed a financial advisor?
Yes. Amir Jamsheed has a current investment-adviser registration in California, through Legacy Wealth Management since September 2026.
How many years of experience does Amir Jamsheed have?
Amir Jamsheed has 0 years in the financial industry, since September 2026, across 1 adviser firm.
Where is Amir Jamsheed based?
Amir Jamsheed’s registered office is in Encino, CA.
Is Amir Jamsheed registered with FINRA?
No. Amir Jamsheed has no current broker registration.
How can I verify Amir Jamsheed’s record?
Search CRD 8320535 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amir Jamsheed’s full registration record.
