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JC

James M. Casanova

RETIREMENT SOLUTIONS GROUP
Franklin, TN 37064
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CRD#: 6683886
JC

Professional summary


James M Casanova Jr, who also goes by James Casanova, James Michael Casanova Jr, James Michael Casanova, is a registered financial advisor currently at RETIREMENT SOLUTIONS GROUP located in Franklin, Tennessee.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. James has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


James Casanova | James Michael Casanova Jr | James Michael Casanova

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 James M Casanova Jr'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®
None

Experience


Current

February 19, 2026 - Present

RETIREMENT SOLUTIONS GROUP

Office #1: 101 Se Parkway Ct Suite 210, Franklin, TN 37064
RIA
CRD#: 289069
Franklin, TN
Past

December 18, 2019 - January 16, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
NASHVILLE, TN
Past

December 16, 2019 - January 16, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
NASHVILLE, TN
Past

October 1, 2019 - October 10, 2019

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
CHARLOTTE, NC
Past

August 28, 2017 - October 10, 2019

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC

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
Tennessee
(2/19/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/13/2019
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RS
RETIREMENT SOLUTIONS GROUP
RETIREMENT SOLUTIONS GROUP | RETIREMENT SOLUTIONS GROUP, INC.

CRD#: 289069 / SEC#:

Tennessee
Registered Investment Advisory firm - (11/29/2017 Approved)
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Contact information


Main Address
101 Se Parkway Ct Suite 210, Franklin, TN 37064
Mailing Address
Phone number
(615) 467-6300
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts661
AUM (Assets Under Management)$ 159,620,234

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


RETIREMENT SOLUTIONS GROUP

CRD#: 289069Franklin, TN 37064

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