Jeffrey
Hummel
Cornerstone Advisors Asset Management, LLC
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About this Advisor
Jeffrey Hummel is a financial advisor based out of Bethlehem, Pennsylvania with 1 year of industry experience. Hummel is an employee of Cornerstone Advisors Asset Management, LLC. During their career, Hummel has held roles at The Da Vinci Science Center, Resource Capital Funds, Lafayette College, Leiser'S Sales And Rentals, Tall Timbers Nursery, Inc, Moravian Academy, Cornerstone Advisors Asset Management, LLC, The Swain School, Cornerstone Benefits, Inc, M Holdings Securities, Inc, Cornerstone Institutional Investors, LLC, Jeffrey Hummel and Cornerstone Institutional Investors. Hummel maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Cornerstone Advisors Asset Management, LLC is a registered investment business that has its headquarters in Bethlehem, PA. It handles $7 billion in total assets among its 1,646 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 86 charities and foundations. Of its 1,646 accounts, 26% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on which services the firm provides the client. Fees billed by Cornerstone Advisors Asset Management, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Advisors Asset Management, LLC Brokerage Details
$6,637,582,882
32
1,646
$4,032,553
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
Jeffrey Hummel Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Jeffrey Hummel
Cornerstone Advisors Asset Management, LLC
Cornerstone Benefits, Inc
M Holdings Securities, Inc
Cornerstone Institutional Investors, LLC
Cornerstone Benefits, Inc
Cornerstone Institutional Investors
Resource Capital Funds
Tall Timbers Nursery, Inc
The Da Vinci Science Center
Lafayette College
Leiser'S Sales And Rentals
Moravian Academy
The Swain School
*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 Jeffrey Hummel 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 Advisors Asset Management, LLC
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
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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