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Partner · Stability Partners Advisory Group, LLC

Jean M. Casagrande

CRD 2005430 · Named on Form ADV at one SEC-registered adviser

At a glance

Stability Partners Advisory Group, LLC, an SEC-registered wealth manager based in Spring, TX with $141 million in regulatory assets, lists Jean M. Casagrande on its Form ADV as Partner, a control person.

Firms and roles

AtlasMembers

Jean’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Bryan PowellPartner/chief Compliance Officer, Stability Partners Advisory Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.