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VERIFIEDBlake Cason
Cason Wealth Management at Steward Partners
4509 Creedmoor Road
Suite 201
Raleigh, NC 27612
984-884-0881
About Cason Wealth Management at Steward Partners
Our mission is to uphold the utmost integrity and professionalism in our relationship with you, our valued client. We strive to thoroughly understand your financial needs and deliver top-quality information, services, and products to support your goals.
See Disclosures
General Information
Firm Start Year
automated call
Yes
CRD#
6312708
Firm CRD#
283004
Name of Broker/Dealer
Steward Partners Investment Solutions, LLC
States Licensed in
CA,CO,DE,FL,GA,IL,MI,MS,NY,NC,OH,PA,RI,SC,TN,TX,VA
Years of Experience in Financial Services
12
Number of Years with Current Firm
1
Work Experience
Steward Partners - Managing Director, Wealth Manager (2026 - Present) Steward Partners Investment Solutions, LLC - Registered Representative Steward Partners Investment Advisory, LLC - Investment Adviser Representative Edward Jones - Financial Advisor (2014 - 2026)
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals
Services
Investment Types
Bonds, Options & Futures, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Phone, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
ChFC®
Securities Licenses
Series 66, Series 7, SIE
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Annuity
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Flat Fee, Commissions
Disclosures
https://brokercheck.finra.org/individual/summary/6312708
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1894728/retirementplanning-Cason-Wealth-Management-at-Steward-Partners-detailed-disclosure.html
Disclaimer
Securities offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and are collectively referred to as Steward Partners.