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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Paul Cassada is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Jon Paul has been in the financial services industry since 2007. Jon Paul has a Series 66, Series 7 and SIE licenses. Jon Paul specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans. Jon Paul is also a Senior Financial Consultant for Atlantic Union Bank and AUW Mgt/Atlantic Union Financial Consultants LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
08/11/2011 - Present
Raymond James Financial Services Advisors, Inc. (Danville VA)
VA
10/08/2009 - 08/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (DANVILLE VA)
VA
04/23/2008 - 09/30/2009
WELLS FARGO ADVISORS, LLC (DANVILLE VA)
VA
08/23/2007 - 04/07/2008
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
BOTH
Issued 10/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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