Jay Sharifi in

Jay Sharifi

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Founder at Dark Horse Won LLC
📍 Manassas, Virginia, United States

Jay Sharifi is the Founder and CEO of Legacy Wealth Management, bringing over 20 years of experience to retirement and estate planning. He is a published author and a Georgetown University-certified financial planner. His expertise focuses on asset protection, market growth, and simplifying financial complexities for the families and businesses he serves.

Residing in Arlington, Virginia, Jay enjoys spending time with his family. He is actively involved in his community, supporting local charities such as Coles Closet and contributing to causes that benefit military veterans. His work emphasizes building a lasting financial legacy for future generations.

Before his career in finance, Jay worked as a Medical Lab Technician at the Wayne State University School of Medicine.

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Experience
23 Years
Current Role
Founder
Job Level
Leadership
Location
Manassas, Virginia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jay cares about

Retirement Planning
As the founder of a wealth management firm, he specializes in creating retirement income strategies and is the author of "Building a Better Legacy. "
Asset Protection
His professional focus includes safeguarding income and prioritizing asset protection for his clients to ensure their financial security.
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Career

Work history

8-2023
Founder
Dark Horse Won LLC
1-2018
CEO
Legacy Wealth Management Inc.
12-2013
Co-Founder & CFO
LANS LLC
2-2004
Founder
Legacy Wealth Management Inc.
1-2003 - 1-2004
Medical Lab Technician
Wayne State University School of Medicine
In the press

Media appearances

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Education
2015 - 2016
Certificate In Financial Planning
Georgetown University
2010 - 2012
Master of Business Administration (MBA)
Keller Graduate School of Management of DeVry University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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