AdvisorOS Directory
Claim Profile
Unclaimed Profile
JW

Jason Allen Waugh

CASSADY WEALTH & RETIREMENT PLANNING L.L.C.·HENDERSON, Nevada
Clean recordCASSADY WEALTH & RETIREMENT PLANNING L.L.C.
2400 W HORIZON RIDGE PKWY, HENDERSON, NV 89052CRD# 7215772Firm CRD# 309710

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Allen Waugh · HENDERSON, NV
Registration
CRD #7215772 · CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Allen Waugh is a registered financial advisor based in HENDERSON, Nevada, affiliated with CASSADY WEALTH & RETIREMENT PLANNING L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
AUM
$140M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CASSADY WEALTH & RETIREMENT PLANNING L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7215772
Firm CRD# 309710
View on FINRA BrokerCheck →

Looking for a financial advisor in HENDERSON?

Browse all registered financial advisors in HENDERSON, Nevada or claim this profile if it's yours.

Browse HENDERSON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jason Allen Waugh offer?
Jason Allen Waugh specializes in Financial Planning, Investment Management. Contact their office in HENDERSON, Nevada for a consultation.
What are Jason Allen Waugh's credentials?
Jason Allen Waugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Allen Waugh located?
Jason Allen Waugh 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 Jason Allen Waugh charge for services?
Jason Allen Waugh'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

Jasen Eugene Cassady
HENDERSON, NV
Sean Yijung Yao
HENDERSON, NV

More Advisors in HENDERSON, Nevada

Marion Miki Braswell
SOHO FINANCIAL SERVICES LLC·HENDERSON, NV
Michael Dean Nestman
WEST RIDGE ADVISORS, LLC·HENDERSON, NV
Paul Edward Drolson
WEALTH ADVISORS, INC.·HENDERSON, NV
Frank Thomas Troise
SOHO FINANCIAL SERVICES LLC·HENDERSON, NV
Michael S Kim
OCTAVE VENTURES LLC·HENDERSON, NV
Rem Oculee
CONFIDENCE WEALTH MANAGEMENT, LLC·HENDERSON, NV

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nevada
LAS VEGAS (195)RENO (129)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)ELKO (3)STATELINE (3)GLENBROOK (2)PAHRUMP (2)MINDEN (2)
City Guides
LAS VEGAS GuideRENO GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
Request removal of this profile