Jared
Mcdaniel
Cornerstone Wealth
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About this Advisor
Jared Mcdaniel is a financial advisor based in Tampa, Florida, working with Cornerstone Wealth. Jared has previously held positions at Sentinel Financial Services Company, Cnr Securities, LLC, and Mutual Securities, Inc. Jared has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Jared is part of Cornerstone Wealth, which operates out of Tampa, Florida. The firm has 7 offices and 50 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. 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 other services. The fee structure at Cornerstone Wealth includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Brokerage Details
$1,292,570,659
50
2,093
$617,568
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
Jared Mcdaniel Work History
Mutual Securities, Inc
Cnr Securities, LLC
Sentinel Financial Services Company
Disclosures
Please visit the SEC profile of Jared Mcdaniel 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
Huntersville, NC
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Greensboro, NC
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Huntersville, NC
Huntersville, NC
Belmont, NC
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