Jason Casey is a registered investment advisor, based in Newcastle, WA, with 15 years of industry experience.
Location
Newcastle, WA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Empower Advisory Group, LLC
October 2025 - Present · 7 mos
Empower Financial Services, INC.Broker
October 2025 - Present · 7 mos
Empower Financial Services, INC.
October 2025 - Present · 7 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2017 - January 2025 · 7 yrs 3 mos
Advice and Planning Services
October 2017 - January 2025 · 7 yrs 3 mos
MML Investors Services, LLC
March 2017 - October 2017 · 7 mos
MML Investors Services, LLCBroker
March 2017 - October 2017 · 7 mos
Msi Financial Services, INC.
February 2010 - March 2017 · 7 yrs 1 mo
Msi Financial Services, INC.Broker
November 2009 - March 2017 · 7 yrs 4 mos
State Registrations1 state
WA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.