Jonathan
Casebolt
Cadaret, Grant & Co., Inc
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About this Advisor
Jonathan Casebolt is a financial advisor based in Lubbock, Texas, working with Cadaret, Grant & Co., Inc. Jonathan has previously held positions at Edward Jones and Cadaret Grant & Co., Inc. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jonathan is part of Cadaret, Grant & Co., Inc, which operates out of Lubbock, Texas. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jonathan Casebolt Work History
Cadaret Grant & Co., Inc
Edward Jones
Disclosures
Please visit the SEC profile of Jonathan Casebolt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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