Jared R Mcdaniel
Investment adviser representative at Cornerstone Wealth
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Cornerstone WealthApr 2024 to now
- Mutual Securities, Inc.Mar 2024 to now
- Cnr Securities, LLCJul 2014 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cornerstone Wealth
Legal name: Cornerstone Wealth Group, LLC
$2.5BAssets managed
2,506Clients
30Advisers
8 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
- 5402250
- Firm CRD
- 289971