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Jeffrey J Casey, CFP, ChFC

AgentIAR Williamston, MI CRD 3040426 Last verified October 2026

Overview

Jeffrey J Casey is an insurance agent and an investment adviser representative based in Williamston, MI, with 28 years in the industry.

Years in the industry
28
States licensed
14
States registered
3
Carrier appointments
23

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

  • Licensed in 14 states
  • Registered in 3 states
  • Life Agent Individual
  • Producer
  • Series 63

4 lines of authority, with every state and its dates

Firms

Employment history since 2010

Carriers

23 active carrier appointments

Book and practice

Firm assets under management on file

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