About American Legacy

We believe in leading through serving others.

We start by listening. We educate on the different phases and concerns of your life. Then we invest time into finding the right solution for your unique concerns.

American Legacy Solutions is a client-first brokerage helping you plan, prepare, and prosper in retirement.

Core Values

Leading through Education

Protect + Invest in Community

Simplifying the Complex

There’s No Box

Passion + Positivity + Productivity = Possibility

Multiple Offices Across Southern California

Leadership Team

Jayson Cohen
Founder / CEO

Jessica Jones
Senior Partner & Financial Advisor

Scott Fajnor
Senior Partner

Kathy Ornelas
Partner

Claudia Munoz
Partner

Leander Woods
Executive Trainer

Greg Miller
Executive Trainer

Elena Castro
Executive Trainer

Amanda Martinez
Executive Trainer

Tyler Budnik
Executive Trainer

Romeo Corsi
Executive Trainer

Peter Hume
Regional Recruiting Manager