Casey S. Jorgensen

DYNASTY WEALTH MANAGEMENT

St. Petersburg, FL 33701

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CRD#: 6068852

Professional summary

Casey Shay Jorgensen, CFP®, who also goes by Casey Shay Mckeon, is a registered financial advisor currently at DYNASTY WEALTH MANAGEMENT, LLC located in St. Petersburg, Florida and DYNASTY SECURITIES, LLC located in Saint Petersburg, Florida.

Casey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Casey has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Casey Shay Mckeon

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Shay Jorgensen's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

February 24, 2022 - Present

DYNASTY WEALTH MANAGEMENT, LLC

Office #1: 200 Central Avenue 15th Floor, St. Petersburg, FL 33701

RIA

CRD#: 153377

St. Petersburg, FL

Current

January 21, 2022 - Present

DYNASTY SECURITIES, LLC

Office #1: 200 Central Avenue Floor 15, Saint Petersburg, FL 33701Office #2: 200 Central Avenue Floor 15, Saint Petersburg, FL 33701

CRD#: 159076

Saint Petersburg, FL

Past

February 2, 2017 - November 23, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

February 1, 2017 - November 23, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

November 24, 2014 - February 3, 2017

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

CHARLESTON, SC

Past

October 4, 2014 - February 3, 2017

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

CHARLESTON, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DYNASTY WEALTH MANAGEMENT, LLC

DYNASTY | DYNASTY WEALTH MANAGEMENT, LLC | DYNASTY PRIVATE WEALTH | DYNASTY FINANCIAL PARTNERS, LLC | DYNASTY FINANCIAL PARTNERS

CRD#: 153377 / SEC#: 801-71301

RIA

Registered Investment Advisory firm - (4/7/2010 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(1/21/2022)

IAR

Florida
(2/24/2022)

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

State Security Law Exam

IAR

Series 66

Date: 11/22/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/4/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/22/2018

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 8/16/2017

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

DYNASTY WEALTH MANAGEMENT, LLC

DYNASTY | DYNASTY WEALTH MANAGEMENT, LLC | DYNASTY PRIVATE WEALTH | DYNASTY FINANCIAL PARTNERS, LLC | DYNASTY FINANCIAL PARTNERS

CRD#: 153377 / SEC#: 801-71301

RIA

Registered Investment Advisory firm - (4/7/2010 Approved)

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Contact information

Main Address

200 Central Avenue 15th Floor, St. Petersburg, FL 33701

Mailing Address

Phone number

(727) 865-4809

Established

Firm type

Fiscal year end

# of Employees

170

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DYNASTY FORM ADV PART 2A (11/3/2025)

Regulatory assets under management

Total Number of Accounts	20,147
AUM (Assets Under Management)	$ 8,671,816,356

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.

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Advisor Monitoring

Firm Stability Insights

Casey S. Jorgensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Shay Jorgensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

DYNASTY SECURITIES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

DYNASTY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/22/2014

SIE

Date: 10/1/2018

Series 7

Date: 10/4/2014

Series 10

Date: 5/22/2018

Series 9

Date: 8/16/2017

FINRA

Current Firm

DYNASTY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DYNASTY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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