Jordan Faerber
Investment adviser representative at Cornerstone Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.9BFirm 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 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
11 years in the industry.
- Cornerstone Wealth Management, LLCOct 2020 to now
- Cornerstone Wealth Management dba Genfinity Wealth ManagementSep 2020 to now
- LPL Financial, LLCJun 2020 to now
- Genfinity Wealth ManagementApr 2020 to Jun 2020
- Biermann Straatmann P.C.Dec 2018 to Mar 2020
- Rubinbrown Advisors LLCMay 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MO).
Cornerstone Wealth Management, LLC
$4.9BAssets managed
12,691Clients
90Advisers
14 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
- 6551047
- Firm CRD
- 164666