Jason Matthew Casey

Current Employers

Employment History

• 05/2016 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Albany, GA

Previous Registrations

• 2016-06-01 → 2018-02-14
  Invest Financial Corporation
  Albany, GA
  Albany, GA
  Duluth, GA
• 2016-03-03 → 2016-06-03
  Avantax Advisory Services
  Albany, GA
• 2015-04-24 → 2016-02-16
  The Jenkins Group
  Albany, GA

Other Businesses

1. 02/14/2018 - No Business Name - Not Investment Related - ALBANY, GA - Real Estate Rental - owner - Start Date 03/09/2011. 2. 5/18/2020 - Casey & Company, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 06/01/2020 - 0 Hours Per Month - Pass through entity (S corporation election). 3. 10/28/2020 - Oakland Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/01/2020 - 1 Hour Per Month During Securities Trading. 4. 12/16/2021 - Dee Casey Properties LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 12/23/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 04/19/2024 - Sherwood Baptist Church - Non-Inv Related - Albany, GA - Outside/W-2 Employment - Director of Connections and Training - Started: 4/1/2024 - 36 Hrs/Mo; 1 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-21

Other Names

• Matthew Casey
• Matt Casey