Jeffrey Paul Kastner
Investment adviser representative at Roan Capital Partners
19 yearsExperience
2 statesRegistered in
$152MFirm assets
Under 1 yearFirm in business
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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
Experience
19 years in the industry.
- Roan Capital Partners, LLCApr 2024 to now
- Cwm, LLCAug 2014 to now
- Gaam Wealth AdvisorsJun 2013 to now
- LPL Financial LLCJul 2007 to now
- Regions BankJul 2015 to Apr 2024
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Roan Capital Partners
Legal name: Roan Capital Partners, LLC
$152MAssets managed
328Clients
4Advisers
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
- 5025016
- Firm CRD
- 293119