Unclaimed Profile

Jason Allen Waugh

CASSADY WEALTH & RETIREMENT PLANNING L.L.C.·HENDERSON, Nevada

SIE, Series 7TO, Series 63, Series 65CFPClean record5 years registeredCASSADY 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. · 5 years registered

Brand Profile

Not yet started

Career History

CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

Dec 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · December 1, 2020

Years registered · 5

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

CRD 309710 · SEC 801-129764

AUM

$140M

Regulatory assets under management

Employees

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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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

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