Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jack R

Series 63, Series 65, Series 66

Wilmington, NC

Cascades Capital Asset Management, LLC

Jack Richardson Jr. is a financial advisor at Cascades Capital Asset Management, LLC with 37 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Cascades since 2018, following five years at LPL Financial. Outside of his advisory role, he has involvement in real estate rental activities. Cascades Capital Asset Management serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, limited financial planning, and retirement plan consulting. The firm emphasizes fundamental research, long-term equity ownership, and diversification, with ongoing portfolio monitoring and client-directed trade execution.

General retirement planning Cash flow / budgeting Wealth management Passive / index investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)