Sourcing
Firms
People
Sources
CASSADY, JASEN, EUGENE
C
37
IAR CRD 4942336
·
Industry start 2006-05-30
Identity
Legal name
CASSADY, JASEN, EUGENE
schedule a
CRD
4942336
NPN
—
Career
Previous employments
H.D. VEST INVESTMENT SERVICES
2005-07-27
CASSADY WEALTH MANAGEMENT LLC
2010-10-25
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Current branches
GRADIENT SECURITIES, LLC
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
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Designations
—
Education
—
BrokerCheck signals
Industry start
2006-05-30
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Est. age
42
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Age confidence
—
Est. birth year
1984
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BC active
Yes
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IA active
Yes
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Disclosures
No
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Private residence
No
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Firm affiliations
2
GRADIENT SECURITIES, LLC
IAR
CRD 127701
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
IAR · Direct Owner · 62.5% ownership
CRD 309710