JEFFREY PAUL KASTNER is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with ROAN CAPITAL PARTNERS.
| Firm | From | To | Current |
|---|---|---|---|
| ROAN CAPITAL PARTNERS | 2024-08-17 | present | Yes |
| LPL FINANCIAL LLC | 2015-05-06 | 2015-08-13 | — |
| CWM, LLC | 2014-08-20 | 2016-11-08 | — |
| GAAM WEALTH ADVISORS, INC. | 2008-01-17 | 2015-11-30 | — |
| LPL FINANCIAL LLC | 2007-07-03 | 2015-04-02 | — |
| UBS FINANCIAL SERVICES INC. | 2005-11-08 | 2006-11-21 | — |