Jeffrey John Casey
Investment adviser representative at Cg Advisory Services
18 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$4.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Cg Advisory ServicesAug 2010 to now
- Capital Asset Advisory ServicesOct 2001 to now
- Cg Financial ServicesOct 2001 to now
- Geneos Wealth Management IncAug 2017 to Feb 2019
- Wfg Investments, Inc.May 2015 to Aug 2017
- Capital Asset Insurance ServicesOct 2001 to Aug 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 3 states (MI, NC, NJ).
Cg Advisory Services
Legal name: Capital Asset Advisory Services, LLC.
$4.6BAssets managed
5,614Clients
68Advisers
20 yearsIn 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
- 3040426
- Firm CRD
- 110929