John Russell Perry

Employer firm

Cornerstone Wealth Management, LLC CRD 164666

$4.93B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → Present
  Lpl Financial Llc
  Effingham, IL
• 05/2013 → Present
  Cornerstone Wealth Management, Llc
  Effingham, IL

Previous Registrations

• 1998-12-14 → 2013-05-09
  Ameriprise Financial Services, Llc
  Effingham, IL

Other Businesses

1) 04/19/2013: No Business Name - Non-Variable Insurance Trails Only - Investment Related - At Reported Business Location(s) - 1% Time Spent 2) 04/19/2013: Perry Development LLC - hunting & farm ground - Land ownership - Not Investment Related - At Reported Business Location(s) - 1% Time Spent - administrator/owner/farmer 3) 04/19/2013: CORNERSTONE WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Investment Related - At Reported Business Location(s) - 100% TIME SPENT 4) 04/19/2013: No Business Name - Notary - Not Investment Related - At Reported Business Location(s) - 1% Time Spent 5) 04/19/2013: Effingham Water Authority - Outside/W-2 Employment - Not Investment Related - At Reported Business Location(s) - 5% Time Spent - Patrol Officer 6) 05/10/2013: Cornerstone Wealth Management - Registered Investment Advisor - DBA: Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - 95% Time Spent - (HYBRID) Provide financial planning and asset management for a fee 7) 07/31/2014: BlueCross/BlueShield of Illinois - Non-Variable Insurance - Investment Related - 1007 W. Jefferson Ave, Effingham IL 62401 - Start 09/01/2014 - 1 Hr/Mo; 1 Hour(s) During Securities Trading - Agent selling Health Insurance 8) 09/19/2014: Neoga Police Department - Outside/W-2 Employment - Not Investment Related - City of Neoga, 533 Chestnut Ave, Neoga, IL 62447 - Start 10/01/2014 - 40 Hr/Mo; 0 Hour(s) During Securities Trading - Police Officer 9) 9/13/2017: Holiday Inn/ Convention Center (Same Family Ownership) - Not Investment Related - 1301 Avenue of Mid America, Effingham IL 62401; 1202 North Keller Dr., Effingham IL 62401 - Outside/W-2 Employment - Started 08/22/2013 - 8 Hours Per Month/0 Hours During Securities Trading - Security Work. 10) 11/27/2018 - Cornerstone Travel, LLC - Not Investment Related - 1007 West Jefferson Ave, Effingham IL 62401 - Other-Travel Agency and Charter Services - Owner - Started 10/01/2014 - 5 Hours Per Month/0 Hours During Securities Trading. 11) 2/18/2021 - Summit III - Not Investment Related - various locations - Other-Politics/Government - Precinct Committeeman - Started 05/11/2020 - 2 Hours Per Month/0 Hours During Securities Trading - First duty is to elect a Chairman of the party for your county. This is a volunteer position in which you can be active in advancing an political agenda. Getting out the vote is another duty of Precinct Committeemen. 12) 5/21/2021 - Summit Township - Not Investment Related - 15139 E. Town Hall Road, Effingham IL 62401 - Other-Politics/Government - Supervisor - Started 05/15/2017 - 5 Hours Per Month/0 Hours During Securities Trading. 13) 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - Time Spent 100%

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-22
• S63 Uniform Securities Agent State Law Examination
  1997-06-10

Designations

• Certified Financial Planner