JR
James Richard Casey
CRD 2183077
Certified Financial Planner
Chartered Financial Consultant
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Cetera Investment Advisers Llc | Registered representative | 07/20/2026 |
| North American Wealth Advisors Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
North American Wealth Advisors Inc.
Ceo, Chief Compliance Officer, Shareholder · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗