Jon Cassada, financial advisor Danville VA
93 score

Jon Cassada

CRD Number: 5382247
Current Firm: Raymond James Financial Services Advisors, Inc.

Jon Cassada (CRD# 5382247) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Danville, VA and has over 9 years of experience in the finance industry.

Similar Advisors
Denise Brown, financial advisor Danville VA
Denise G. Brown
CRD# 4529175
Edward Jones
Score
96
Similar Advisors
Stephen Carscadden, financial advisor Danville VA
Stephen H. Carscadden
CRD# 1141236
Hornor, Townsend & Kent, Inc.
Score
96
Similar Advisors
William Horner, financial advisor Danville VA
William C. Horner
CRD# 1382722
Lincoln Financial Securities Corporation
Score
96
Company Name Location Dates Years
American National Bank Trust & Investment Services Danville, VA Jun 2012 - Current 4
Raymond James Financial Services Advisors Inc. Danville, VA Aug 2011 - Current 5
Raymond James Financial Services Danville, VA Jul 2011 - Current 5
American National Bank Danville, VA Sep 2009 - Current 7
Uvest Financial Services Group, Inc. Charlotte, NC Oct 2009 - Jul 2011 1
Wachovia Securities Danville, VA Apr 2008 - Sep 2009 1
Virginia Asset Management Midlothian, VA Jul 2007 - Apr 2008 < 1
Securian Financial Services Inc. St. Paul, MN Jul 2007 - Mar 2008 < 1
Minnesota Life St. Paul, MN Jul 2007 - Mar 2008 < 1
Unemployed Danville, VA Jun 2007 - Jul 2007 < 1
Virginia Tech Blacksburg, VA Aug 2006 - May 2007 < 1
University Directories Chapel Hill, NC May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Jon P. Cassada
Phone Number: 727-567-5877
Registered State(s):
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jon Cassada and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.