Jasen Eugene Cassady
Investment adviser representative at Cassady Wealth & Retirement Planning L.L.C.
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$292.1MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- N719jb, LLCNov 2023 to now
- Allwell Properties, LLCJan 2022 to now
- 148 Sunburst Villa, LLCJul 2021 to now
- 152 Sunburst Villa, LLCJul 2021 to now
- Cassady Wealth & Retirement Planning L.L.C.;May 2017 to now
- 3ck Investments, LLC.Oct 2014 to now
- Gradient Securities, LLCFeb 2012 to now
- Jasen Cassady, Sole-proprietor dba Cassady Wealth & RetirementFeb 2012 to now
- 9085 Jumping Jacks, LLC.Feb 2011 to now
- Cassady Law OfficesNov 2002 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Cassady Wealth & Retirement Planning L.L.C.
$292.1MAssets managed
455Clients
5Advisers
2 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
- 4942336
- Firm CRD
- 309710