David Jobrack has been an investment adviser representative at Legacy Wealth Management since October 2024, 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 · 2 yearsBillings, MT · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
David Jobrack is registered as an investment adviser representative in Montana, since October 2024.
- MontanaSince 9 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Joshua Jobrack
- CRD
- 7913388
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Billings, MT
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does David Jobrack work?
David Jobrack is an investment adviser representative registered through Legacy Wealth Management, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is David Jobrack a financial advisor?
Yes. David Jobrack has a current investment-adviser registration in Montana, through Legacy Wealth Management since October 2024.
How many years of experience does David Jobrack have?
David Jobrack has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has David Jobrack passed?
David Jobrack passed the Series 65 in October 2024.
Where is David Jobrack based?
David Jobrack’s registered office is in Billings, MT.
Is David Jobrack registered with FINRA?
No. David Jobrack has no current broker registration.
How can I verify David Jobrack’s record?
Search CRD 7913388 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Jobrack’s full registration record.
