Jeffrey Rehm has been an investment adviser representative at Legacy Wealth Advisors since October 2023, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Advisors, LLC is a North Miami Beach, FL firm with $923M under management, 20 clients and 5 advisers across 6 offices, as of its March 2026 filing.
Jeffrey Rehm’s longest registration was 6 years at Hightower Advisors, LLC (2017–2023). Before joining Legacy Wealth Advisors in 2023, Jeffrey Rehm was registered through Hightower Advisors, LLC and Lydian Wealth Management Company, LLC.
- Hightower Advisors, LLC– · 6 yearsFort Lauderdale, FL · Adviser representative · Firm CRD 145323
- Lydian Wealth Management Company, LLC– · under a yearPalm Beach, FL · Adviser representative · Firm CRD 107659
Investment adviser representative registrations
Jeffrey Rehm is registered as an investment adviser representative in 2 states. Each was approved in October 2023.
- CaliforniaSince 31 October 2023
- FloridaSince 19 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 May 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 July 2006 |
| Series 7 | General Securities Representative Examination | 30 October 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 March 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jeffrey Howard Rehm
- CRD
- 2930552
- Firm
- Legacy Wealth Advisors · CRD 326117
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Rehm work?
Jeffrey Rehm is an investment adviser representative registered through Legacy Wealth Advisors, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Rehm a financial advisor?
Yes. Jeffrey Rehm has a current investment-adviser registration in California and Florida, through Legacy Wealth Advisors since October 2023.
How many years of experience does Jeffrey Rehm have?
Jeffrey Rehm has 23 years in the financial industry, since February 2003, across 3 adviser firms.
What exams has Jeffrey Rehm passed?
Jeffrey Rehm has passed 4 licensing exams: the Series 63, Series 7, Series 65 and Series 66. The earliest, the Series 63, was passed in March 1998. FINRA credited Jeffrey Rehm with the SIE, which began in October 2018.
Where did Jeffrey Rehm work before Legacy Wealth Advisors?
Before Legacy Wealth Advisors, Jeffrey Rehm was registered through Hightower Advisors, LLC, May 2017 to October 2023; Lydian Wealth Management Company, LLC, November 2006 to May 2007.
Is Jeffrey Rehm registered with FINRA?
No. Jeffrey Rehm has no current broker registration.
How can I verify Jeffrey Rehm’s record?
Search CRD 2930552 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Rehm’s full registration record.