Jessica
Anseth

Cornerstone Wealth Management, LLC

CRD#7003966
Investment Advisor
in Newbury Park, CA

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About this Advisor

Jessica Anseth is a financial advisor who works out of Newbury Park, California with 4 years of relevant experience. Anseth is on the advisory team at Cornerstone Wealth Management, LLC. During their career, Anseth has held roles at Lpl Financial, LLC, Bank Of America and Cornerstone Wealth Management, LLC. Anseth maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Cornerstone Wealth Management, LLC is a financial advisory firm based out of Saint Peters, MO. It has offices in 48 locations and a total of 153 employees. It has $3 billion in total assets between its 17,400 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 51 charities and foundations. Of its 17,400 customer accounts, 97% belong to high-net-worth clients who have at least $1 million in assets. Cornerstone Wealth Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees depend on which services the firm provides the client. Fee types charged by Cornerstone Wealth Management, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3541 Old Conejo Road Suite 114
Newbury Park, CA 91320

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Cornerstone Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,119,640,218

CA Average: $11,469,110,461
Total Number of Employees

153

CA Average: 458
Total Number of Accounts

17,400

CA Average: 33,415
Average Account Size

$179,290

CA Average: $343,232

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
  • Other

Jessica Anseth Work History

Jessica has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial, LLC

2019 - Present (5 years)

Cornerstone Wealth Management, LLC

2018 - 2019 (1 year)

Lpl Financial, LLC

2011 - 2018 (7 years)

Bank Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jessica Anseth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cornerstone Wealth Management, LLC

Luke Glasscock
Norfork, AR
Ronald Bell
Midlothian, VA
Andrew Lohmeyer
Saint Louis, MO
Erik Thompson
Madison, GA
James Hill
Garden City, KS
Derrick Casey
Seattle, WA
George Walker
Saint Louis, MO
Mark Beckrich
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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