Jeffrey
Powell
Cornerstone Wealth
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About this Advisor
Jeffrey Powell is a financial advisor based in Greensboro, North Carolina, working with Cornerstone Wealth. Jeffrey has previously held positions at Highland Private Wealth Management, Lpl Financial LLC, Cornerstone Wealth, and Cornerstone Wealth Group, LLC. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Jeffrey is part of Cornerstone Wealth, which operates out of Greensboro, North Carolina. 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
Jeffrey Powell Work History
Cornerstone Wealth Group, LLC
Lpl Financial LLC
Cornerstone Wealth
Highland Private Wealth Management
Disclosures
Please visit the SEC profile of Jeffrey Powell 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
Huntersville, NC
Huntersville, NC
Greensboro, NC
Huntersville, NC
Huntersville, NC
Tampa, FL
Belmont, NC
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