our team

As one of the Client Transfer Specialists at Legacy Wealth Management, Jalen coordinates communication between financial institutions and ensures that all financial paperwork is handled efficiently to provide a seamless experience for our clients. He brings a strong “team player” mindset, from his days as a college football player, and a personal passion for helping hardworking families make their financial goals a reality. His interest in the industry comes from his sports background and the financial struggles athletes often face — stories that fueled his drive to help others make better financial decisions.

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Jalen received his bachelor’s degree from William & Mary. He also holds life and health insurance licenses in the state of Virginia and has passed the Securities Industry Essentials® (SIE®) exam. He currently resides in Bristow, Virginia where he enjoys attending football games, trying new restaurants, and spending quality time with his family.

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