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JC

Jean M. Casagrande

STABILITY PARTNERS ADVISORY GROUP
Spring, TX 77379
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CRD#: 2005430
JC

Professional summary


Jean Marie Casagrande, ChFC®, CLU®, who also goes by Jean Marie Oconnor, Jean Narie Oconnor, is a registered financial advisor currently at STABILITY PARTNERS ADVISORY GROUP, LLC located in Spring, Texas.

Jean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jean has worked at 10 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jean Marie Oconnor | Jean Narie Oconnor

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. STABILITY PARTNERS, LLC; SPRING, TX; MANAGING MEMBER/INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; APPROXIMATELY 50% OF TIME SPENT IN THIS PRACTICE. 2. STABILITY PARTNERS PROPERTY MANAGEMENT, INC.; SPRING, TX; NOT INVESTMENT RELATED; OWNER/PROPERTY MANAGEMENT; LESS THAN ONE HOUR PER MONTH SPENT IN THIS BUSINESS PRACTICE. START APRIL 2016. 3. DIRECTOR, HC MUD 383. I RECEIVE A PER DIEM OF $150 PER MEETING. WE USUALLY HAVE 1 MEETING PER MONTH, OCCASIONALLY 2 MEETINGS. THIS IS A TAXING AGENCY, AND IT IS AN ELECTED POSITION WITH 4 YEAR TERMS. WE ARE RESPONSIBLE FOR WATER, SEWAGE, DRAINAGE, TRASH, RECYCLING, AND COMMUNITY IMPROVEMENTS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jean Marie Casagrande's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Experience


Current

January 14, 2013 - Present

STABILITY PARTNERS ADVISORY GROUP, LLC

Office #1: 20008 Champion Forest Dr. Suite 1101, Spring, TX 77379
RIA
CRD#: 165880
Spring, TX
Past

November 6, 2009 - March 5, 2010

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
HOUSTON, TX
Past

January 24, 2007 - November 6, 2007

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
HOUSTON, TX
Past

October 1, 2004 - February 2, 2005

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

April 27, 2001 - October 7, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

March 24, 1999 - April 19, 2001

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE
Past

February 10, 1998 - June 3, 1998

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

April 7, 1997 - June 3, 1998

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN
Past

July 9, 1994 - April 11, 1997

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

December 12, 1989 - September 1, 1993

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Louisiana
(5/5/2025)
IAR
Texas
(1/14/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/1/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SP
STABILITY PARTNERS ADVISORY GROUP, LLC
STABILITY PARTNERS ADVISORY GROUP, LLC

CRD#: 165880 / SEC#:

Louisiana
Registered Investment Advisory firm - (5/2/2025 Approved)
Texas
Registered Investment Advisory firm - (1/11/2013 Approved)
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Contact information


Main Address
20008 Champion Forest Dr. Suite 1101, Spring, TX 77379
Mailing Address
Phone number
(832) 559-8393
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STABILITY PARTNERS ADVISORY GROUP, LLC

CRD#: 165880Spring, TX 77379

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