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Cassandra Anwen Fazio

Edward Jones

Ft Collins, CO

CRD 7908132

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-18
CO RA APPROVED 2024-12-12
  • TX RA
    APPROVED
    Since 2025-08-18
  • CO RA
    APPROVED
    Since 2024-12-12

Branch Locations

2720 Council Tree Ave West Suite 212, Ft Collins, CO 80525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Miss Cassie Bee Loveland CO 06/2020 05/2024
Salem Family Medicine Salem OR 02/2020 05/2024
Walla Walla University College Place WA 02/2017 06/2020
Campion Academy Loveland CO 01/2013 09/2016
Edward Jones St Louis MO 05/2024 Present
Student College Place WA 09/2016 06/2021
  • 06/2020 → 05/2024
    Miss Cassie Bee
    Loveland, CO
  • 02/2020 → 05/2024
    Salem Family Medicine
    Salem, OR
  • 02/2017 → 06/2020
    Walla Walla University
    College Place, WA
  • 01/2013 → 09/2016
    Campion Academy
    Loveland, CO
  • 05/2024 → Present
    St Louis, MO
  • 09/2016 → 06/2021
    Student
    College Place, WA
Other Businesses

Cassandra Fazio Type of business: illustration sales Loveland, CO Start date: 6/1/2020 illustration sales Hours per week: 2 Hours during trading: 0 Desc: Use free time on weekends to turn my hobby illustrations into sales by listing them through Etsy, and Redbubble

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-09
  • S66 Uniform Combined State Law Examination
    2024-12-09
Other Names
  • Cassandra Anwen Fazio
  • Cassie Anwen Fazio

View on SEC IAPD

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