James Ross Foxen
Investment adviser representative at Cornerstone Advisory
10 yearsExperience
1 stateRegistered in
$2.2BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Cornerstone AdvisoryJan 2019 to now
- Kestra Financial, Inc.Dec 2017 to Jan 2019
- UnemployedAug 2017 to Dec 2017
- Brighthouse Securities, LLCMar 2017 to Aug 2017
- Metlife Investors Distribution CompanyApr 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MD).
Cornerstone Advisory
Legal name: Cornerstone Advisory, LLC
$2.2BAssets managed
854Clients
7Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2460533
- Firm CRD
- 142359