Jasen Eugene Cassady
CFP®Professional Summary
Jasen Eugene Cassady, CFP®, who also goes by Jason Eugene Cassady, is a registered financial advisor currently at CASSADY WEALTH & RETIREMENT PLANNING L.L.C. located in Henderson, Nevada and GRADIENT SECURITIES, LLC located in Las Vegas, Nevada. Jasen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jasen has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jasen Eugene Cassady, Jason Eugene Cassady
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
21 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
Contact Information
Main Address
2400 W Horizon Ridge Pkwy, Henderson, NV 89052Phone Number
(702) 650-4480# of Employees
5SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
685AUM (Assets Under Management)
$292,084,297Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
State Registrations and Notice Filings
(2/21/2012)
(2/21/2012)
(2/21/2012)
(2/21/2012)
(11/20/2020)
(1/4/2022)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jasen Eugene Cassady's CRS (Customer Relationship Summary).
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