Kasting, Jonathan, G

Ownership stakes

• Gaddis Premier Wealth Advisors Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• Smart Money Group, Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Regimen Wealth, Llc
  Chief Compliance Officer · Less than 5% · Oct 2024
• Concentrum Wealth Management, Inc.
  Chief Compliance Officer · Less than 5% · Oct 2024
• Legacy Financial Advisors, Inc.
  Chief Compliance Officer · Less than 5% · Sep 2024
• Lpfg, Llc
  Chief Compliance Officer · Less than 5% · Jul 2024
• Keating Financial Advisory Services, Inc.
  Chief Compliance Officer · Less than 5% · Jun 2024
• Compass Financial Advisors Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Ddfg, Inc
  Chief Compliance Officer · Less than 5% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗