Jeffrey A Sorensen
Investment adviser representative at Cornerstone Advisors
7 yearsExperience
2 statesRegistered in
$265.1MFirm assets
9 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Cornerstone AdvisorsJun 2011 to now
- Cornerstone GroupJan 2011 to now
- Cambridge Investment Research, Inc.Mar 2011 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Cornerstone Advisors
Legal name: Cornerstone Advisors, LLC
$265.1MAssets managed
470Clients
3Advisers
9 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
- 5880112
- Firm CRD
- 114510