Jean Casagrande has been Partner of Stability Partners Advisory Group since October 2012, is a control person of the firm and directly owns between 50% and 75% of it.
Stability Partners Advisory Group, LLC is a Spring, TX firm with $141M under management, 195 clients and 3 advisers in one office, as of its July 2026 filing.
Jean M. Casagrande is Partner of Stability Partners Financial. She is a founder of the firm, and her career spans 39 years. Her work combines retirement income, insurance, and holistic planning.
- – present · 13 yearsSpring, TX · Adviser representative · Firm CRD 165880
Professional designations
Listed by Stability Partners Advisory Group
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Jean Casagrande is registered as an investment adviser representative in Texas, since January 2013.
- TexasSince 14 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 October 2012 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 25 June 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 December 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 December 1989 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jean Marie Casagrande
- CRD
- 2005430
- Firm
- Stability Partners Advisory Group · CRD 165880
- Role
- Partner
- Office
- 9070 GLEANNLOCH FOREST DRIVE, SUITE 400, Spring, TX 77379
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stabilitypartners.com
Where does Jean Casagrande work?
Jean Casagrande has been Partner of Stability Partners Advisory Group, LLC since October 2012, and is a control person of the firm.
Is Jean Casagrande a financial advisor?
Yes. Jean Casagrande has a current investment-adviser registration in Texas, through Stability Partners Advisory Group since January 2013.
How many years of experience does Jean Casagrande have?
Jean Casagrande has 13 years in the financial industry, since January 2013, across 1 adviser firm.
What exams has Jean Casagrande passed?
Jean Casagrande has passed 4 licensing exams: the Series 63, Series 6, Series 26 and Series 65. The earliest, the Series 63, was passed in December 1989.
Where is Jean Casagrande based?
Jean Casagrande’s registered office is in Spring, TX.
Is Jean Casagrande registered with FINRA?
No. Jean Casagrande has no current broker registration.
How can I verify Jean Casagrande’s record?
Search CRD 2005430 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jean Casagrande’s full registration record.