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Jasen Eugene Cassady

CASSADY WEALTH & RETIREMENT PLANNING L.L.C.·HENDERSON, Nevada
SIE, Series 7, Series 63CFPClean record15 years registeredCASSADY WEALTH & RETIREMENT PLANNING L.L.C.
2400 W HORIZON RIDGE PKWY, HENDERSON, NV 89052CRD# 4942336Firm CRD# 309710

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jasen Eugene Cassady · HENDERSON, NV
Registration
CRD #4942336 · CASSADY WEALTH & RETIREMENT PLANNING L.L.C. · 15 years registered
Brand Profile
Not yet started
01

Career History

CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
Nov 2020 – present
CASSADY WEALTH MANAGEMENT LLC
Oct 2010 – Nov 2011
LAS VEGAS, NV
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · October 25, 2010
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
CRD 309710 · SEC 801-129764
AUM
$140M
Regulatory assets under management
Employees
6
314 client accounts
Services offered by CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CASSADY WEALTH & RETIREMENT PLANNING L.L.C. →
Introduction

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05

Frequently Asked Questions

What services does Jasen Eugene Cassady offer?
Jasen Eugene Cassady specializes in Financial Planning, Investment Management. Contact their office in HENDERSON, Nevada for a consultation.
What are Jasen Eugene Cassady's credentials?
Jasen Eugene Cassady holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jasen Eugene Cassady located?
Jasen Eugene Cassady is based in HENDERSON, Nevada, working with CASSADY WEALTH & RETIREMENT PLANNING L.L.C.. Their office serves clients in the HENDERSON metropolitan area and surrounding communities.
How does Jasen Eugene Cassady charge for services?
Jasen Eugene Cassady's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASSADY WEALTH & RETIREMENT PLANNING L.L.C.?
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. has approximately 6 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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