Justin A Cason

Employer firm

Cg Advisory Services CRD 110929

$4.64B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2016 → 08/2021
  Young Life
  Spartanburg, SC
• 08/2021 → 01/2023
  Cg Advisory Services Dba Cg Financial Services
  Haslett, MI
• 01/2023 → 11/2023
  Verus Financial Partners
  Richmond, VA
• 11/2023 → Present
  Cg Advisory Services
  Haslett, MI
• 11/2023 → Present
  Lumos Wealth Advisors
  North Chesterfield, VA

Previous Registrations

• 2023-02-01 → 2023-11-06
  Verus Financial Partners
  Richmond, VA
• 2022-01-05 → 2023-01-30
  Cg Advisory Services
  Williamston, MI
  Richmond, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-01

Designations

• Certified Financial Planner