JA
Jason Allen Waugh
CRD 7215772
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Cassady Wealth & Retirement Planning L.L.C. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cassady Wealth & Retirement Planning L.L.C.
Chief Compliance Officer · Less than 5% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗