Jean M. Casagrande

STABILITY PARTNERS ADVISORY GROUP

Spring, TX 77379

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CRD#: 2005430

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.

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^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

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

CRD#: 115368

HOUSTON, TX

Past

January 24, 2007 - November 6, 2007

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

HOUSTON, TX

Past

October 1, 2004 - February 2, 2005

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

April 27, 2001 - October 7, 2004

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

March 24, 1999 - April 19, 2001

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

Past

February 10, 1998 - June 3, 1998

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

April 7, 1997 - June 3, 1998

AMERICAN UNITED LIFE INSURANCE COMPANY

CRD#: 1075

INDIANAPOLIS, IN

Past

July 9, 1994 - April 11, 1997

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

December 12, 1989 - September 1, 1993

PRINCIPAL SECURITIES, INC.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/1/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/11/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/11/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/25/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

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

Documents

Latest Form ADV

Red Flags

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

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Advisor Monitoring

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Jean M. Casagrande

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PARKLAND SECURITIES, LLC

VOYA FINANCIAL ADVISORS, INC.

USALLIANZ SECURITIES, INC.

NEW ENGLAND SECURITIES

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

ONEAMERICA SECURITIES, INC.

AMERICAN UNITED LIFE INSURANCE COMPANY

SECURIAN FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/2012

Series 63

Date: 12/11/1989

Series 6

Date: 12/11/1989

Series 26

Date: 6/25/1997

Current Firm

STABILITY PARTNERS ADVISORY GROUP, LLC

Contact information

Documents

Red Flags

Company Information

STABILITY PARTNERS ADVISORY GROUP, LLC

TRUST BUT VERIFY

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