About Us

Family-owned and operated, JRC Legacy Partners, LLC was established because our founder realized the true need for outstanding financial support and customer experience. Our intention is to pursue your financial confidence and that you are supported with the appropriate customer service.

Marc Jacobson, founder, along with his sister, Wendy, took a purpose-driven approach to keep customers in the forefront. He started every client relationship with the question, “What does financial security look like to you?” and used their answers to pave the way to seek financial security. Marc helped thousands of clients' journey toward financial confidence.

Founded in 1988, JRC Legacy Partners, LLC has roots in assisting clients to financial independence while maintaining personal service and excellence in the industry. What separates JRC Legacy Partners, LLC from others, is our group of experienced financial professionals and the time we make to precisely understand your financial goals.

The JRC team of financial professionals - Wendy Jacobson-Rosen, Walter Cosmo and Charles Rosen, takes a hands-on, disciplined approach when it comes to guiding clients. Our professionals are not only experienced and knowledgeable, but also want to be your partner along the way to financial freedom. It can be a tough road, but rest assured our team is by your side. We, too, want you to find success in the future and we are committed to helping you pursue your financial dreams.

As we advise you on how to pursue financial goals, the JRC team will keep your priorities focused and provide education to seek continued success.

Financial stability is something that most people strive for their entire lives. Your financial security can shift in the blink of an eye and it’s not always easy getting back to neutral. At JRC Legacy Partners, LLC, our job is to make sure your financial confidence is pursued.

Michael Rosen, brother-in law to Marc, developed and managed the firm's analysis and portfolios to support clients’ retirement plans are executed for a confident financial future. His son, Charlie joined the practice to continue with Wealth Management.

If you would like to speak with someone about your current financial situation or to schedule an appointment, email us or call 847-498-7181.