Jose Cabrera has been an investment adviser representative at Legacies Wealth since April 2022, and is not listed among the firm’s executive officers or direct owners. Jose Cabrera holds a Degree in Accounting with a concentration in Finance from Saint John's University (Collegeville, MN).
Legacies Wealth LLC is a Minnetonka, MN firm with $505M under management, 87 clients and 3 advisers in one office, as of its May 2026 filing.
Jose Cabrera is Director of Investments at Legacies Wealth, where he leads investment strategy and manages client portfolios with a focus on long-term performance and risk management. He holds a degree in Accounting with a concentration in Finance from Saint John's University.
- Legacies Wealth LLCCurrent– present · 4 yearsMinnetonka, MN · Adviser representative · Firm CRD 143138
Investment adviser representative registrations
Jose Cabrera is registered as an investment adviser representative in Minnesota, since April 2022.
- MinnesotaSince 2 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 April 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jose Asencion Cabrera
- CRD
- 7497764
- Firm
- Legacies Wealth · CRD 143138
- Office
- 601 CARLSON PARKWAY, SUITE 1400, Minnetonka, MN 55305
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacies-wealth.com
Where does Jose Cabrera work?
Jose Cabrera is an investment adviser representative registered through Legacies Wealth LLC since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jose Cabrera a financial advisor?
Yes. Jose Cabrera has a current investment-adviser registration in Minnesota, through Legacies Wealth since April 2022.
How many years of experience does Jose Cabrera have?
Jose Cabrera has 4 years in the financial industry, since April 2022, across 1 adviser firm.
What exams has Jose Cabrera passed?
Jose Cabrera passed the Series 65 in April 2022.
Where is Jose Cabrera based?
Jose Cabrera’s registered office is in Minnetonka, MN.
Is Jose Cabrera registered with FINRA?
No. Jose Cabrera has no current broker registration.
How can I verify Jose Cabrera’s record?
Search CRD 7497764 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jose Cabrera’s full registration record.