Jeffrey Hall has held the title Member at Legacy Solutions since September 2022, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Legacy Solutions, LLC is a Kennett Square, PA firm with $244M under management, 249 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Jeff Hall is Partner of Legacy Solutions, where Hall has worked since 2010. Before becoming a personal financial advisor, Hall worked on the other side of the table from financial advisors, who were Hall's clients.
Jeffrey Hall’s longest registration is the current one, 14 years at Lincoln Investment since 2012. Before joining Legacy Solutions in 2022, Jeffrey Hall was registered through Capital Analysts Incorporated.
- Legacy Solutions, LLCCurrent– present · 3 yearsKennett Square, PA · Adviser representative · Firm CRD 323360
- Capital AnalystsAlso current– present · 13 yearsKennett Square, PA · Adviser representative · Firm CRD 162200
- Lincoln InvestmentAlso current– present · 14 yearsKennett Square, PA · Adviser representative · Firm CRD 519
- Capital Analysts Incorporated– · 2 yearsKennett Square, PA · Adviser representative · Firm CRD 5478
Professional designations
Listed by Legacy Solutions
- CFP®
- AIF®
Investment adviser representative registrations
Jeffrey Hall is registered as an investment adviser representative in Pennsylvania, since June 2012.
- PennsylvaniaSince 1 June 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 8 December 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 September 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 September 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Ryan Hall
- CRD
- 4836089
- Firm
- Legacy Solutions · CRD 323360
- Role
- Member
- Office
- 206 N UNION ST, Kennett Square, PA 19348
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- legacysolutions.org
Where does Jeffrey Hall work?
Jeffrey Hall has held the title Member at Legacy Solutions, LLC since September 2022.
Is Jeffrey Hall a financial advisor?
Yes. Jeffrey Hall has a current investment-adviser registration in Pennsylvania, through Legacy Solutions since November 2022.
How many years of experience does Jeffrey Hall have?
Jeffrey Hall has 21 years in the financial industry, since December 2004, across 4 adviser firms.
What exams has Jeffrey Hall passed?
Jeffrey Hall has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in September 2004. FINRA credited Jeffrey Hall with the SIE, which began in October 2018.
Where did Jeffrey Hall work before Legacy Solutions?
Before Legacy Solutions, Jeffrey Hall was registered through Capital Analysts Incorporated, March 2010 to June 2012.
Where is Jeffrey Hall based?
Jeffrey Hall’s registered office is in Kennett Square, PA.
Is Jeffrey Hall registered with FINRA?
Yes. Jeffrey Hall has a current broker registration, under CRD 4836089.
Source: FINRA BrokerCheck
Is Jeffrey Hall a CFP?
Legacy Solutions lists Jeffrey Hall with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Hall’s record?
Search CRD 4836089 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Hall’s full registration record.
