Jason Allen Waugh, CFP

Overview

Jason Allen Waugh is an insurance agent, a registered representative and an investment adviser representative based in NV, with 7 years in the industry.

Years in the industry

7

States licensed

3

States registered

6

Carrier appointments

11

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 3 states
• Registered in 6 states

• Producer
• Series 63
• Series 65
• Series 7TO
• SIE

3 lines of authority, with every state and its dates

Firms

• Gradient Securities, LLCCurrent firm
• Cassady Wealth & Retirement Planning L.L.C.Current firm

Employment history since 2020

Carriers

11 active carrier appointments

Book and practice

Firm assets under management on file