Jean Marie Casagrande
Investment adviser representative at Stability Partners Advisory Group, LLC
16 yearsExperience
1 stateRegistered in
$140.9MFirm assets
Under 1 yearFirm in business
Are you Jean Marie Casagrande? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Stability Partners Property Management, Inc.Apr 2016 to now
- Stability Partners Advisory Group, LLCJan 2013 to now
- Stability PartnersNov 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stability Partners Advisory Group, LLC
$140.9MAssets managed
195Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2005430
- Firm CRD
- 165880