Jon
Tarno

Cornerstone Planning Group

CRD#5359470
Investment Advisor
in Fairfield, NJ

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About this Advisor

Jon Tarno is a financial advisor based out of Fairfield, New Jersey, with a total of 3 years of industry experience. Tarno is an advisor for Cornerstone Planning Group. The advisor has gained experience at The Lynoxx Group, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC and Cornerstone Planning Group, LLC. Tarno holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Cornerstone Planning Group is an advisory firm based out of Fairfield, NJ. The firm has offices in four locations and a total of 14 financial advisors. It administers $419 million in assets under management between its 2,203 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 2,203 customer accounts, 22% are associated with high-net-worth individuals who have at least $1 million in assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees usually depend on which service is offered. Fees billed by Cornerstone Planning Group most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

350 Passaic Avenue Suite 201
Fairfield, NJ 07004

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Cornerstone Planning Group Brokerage Details

Total Assets Under Management

$418,847,618

NJ Average: $10,121,009,343
Total Number of Employees

14

NJ Average: 92
Total Number of Accounts

2,203

NJ Average: 6,978
Average Account Size

$190,126

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Jon Tarno Work History

Jon has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cornerstone Planning Group, LLC

2019 - Present (5 years)

Cornerstone Planning Group, LLC

2015 - 2020 (5 years)

New York Life Insurance Company

2015 - 2020 (5 years)

Nylife Securities LLC

2015 - 2020 (5 years)

Eagle Strategies LLC

2015 - 2020 (5 years)

Cornerstone Planning Group, LLC

2013 - 2015 (2 years)

The Lynoxx Group

*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 Jon Tarno 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 Planning Group

Jon Tarno
Fairfield, NJ
Taylor Hodges
Tallahassee, FL
Carmine Coppola
Fairfield, NJ
David D'Albero
Fairfield, NJ
Tyler Allen
Fairfield, NJ
Giro Maddaluna
Fairfield, NJ
Michael Bozzone
Fairfield, NJ
Thomas Woloszyn
Fairfield, NJ

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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