Jason Allen Waugh
Investment adviser representative at Cassady Wealth & Retirement Planning L.L.C.
14 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
14 years in the industry.
- Cassady Law OfficesAug 2023 to now
- Cassady Wealth & Retirement Planning L.L.C.Jul 2020 to now
- Gradient Securities, LLCJan 2020 to now
- Jason Waugh, Sole-proprietor dba Cassady Wealth and RetirementDec 2019 to now
- Medical InnovationsDec 2017 to Jan 2020
- Young Life Las VegasAug 2013 to Nov 2017
- Clark County School DistrictNov 2012 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
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
- 7215772
- Firm CRD
- 309710