Justin A Cason
Investment adviser representative at Cg Advisory Services
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
7 years in the industry.
- Cg Advisory ServicesNov 2023 to now
- Lumos Wealth AdvisorsNov 2023 to now
- Verus Financial PartnersJan 2023 to Nov 2023
- Cg Advisory Services dba Cg Financial ServicesAug 2021 to Jan 2023
- Young LifeAug 2016 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7422650
- Firm CRD
- 110929