Jean Marie Casagrande

Employer firm

Stability Partners Advisory Group, LLC CRD 165880

$141M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Stability Partners
  Spring, TX
• 04/2016 → Present
  Stability Partners Property Management, Inc.
  Spring, TX
• 01/2013 → Present
  Stability Partners Advisory Group, Llc
  Spring, TX

Other Businesses

1. STABILITY PARTNERS, LLC; SPRING, TX; MANAGING MEMBER/INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; APPROXIMATELY 50% OF TIME SPENT IN THIS PRACTICE. 2. STABILITY PARTNERS PROPERTY MANAGEMENT, INC.; SPRING, TX; NOT INVESTMENT RELATED; OWNER/PROPERTY MANAGEMENT; LESS THAN ONE HOUR PER MONTH SPENT IN THIS BUSINESS PRACTICE. START APRIL 2016. 3. DIRECTOR, HC MUD 383. I RECEIVE A PER DIEM OF $150 PER MEETING. WE USUALLY HAVE 1 MEETING PER MONTH, OCCASIONALLY 2 MEETINGS. THIS IS A TAXING AGENCY, AND IT IS AN ELECTED POSITION WITH 4 YEAR TERMS. WE ARE RESPONSIBLE FOR WATER, SEWAGE, DRAINAGE, TRASH, RECYCLING, AND COMMUNITY IMPROVEMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-01
• S63 Uniform Securities Agent State Law Examination
  1989-12-11

Other Names

• Jean Marie Oconnor
• Jean Narie Oconnor