Jared R Mcdaniel

Employer firm

Cornerstone Wealth CRD 289971

$2.49B regulatory AUM 50 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
MANAGEMENT OF VARIABLE ANNUITY SUB-ACCOUNTS, CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS

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

Current Employers

Cornerstone Wealth

16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-04-08

FL RA
APPROVED

Since 2024-04-08

Branch Locations

3708 W Swann Ave Suite 102, Tampa, FL 33609 • United States

16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cnr Securities, Llc	Lake Mary	FL	07/2014	Present
Mutual Securities, Inc.	Camarillo	CA	03/2024	Present

07/2014 → Present

Cnr Securities, Llc

Lake Mary, FL
03/2024 → Present

Mutual Securities, Inc.

Camarillo, CA

Previous Registrations

2014-08-21 → 2024-03-28

Rbc Rochdale, Llc

Lake Mary, FL

New York, NY

Other Businesses

1. Cornerstone Wealth Group, LLC., Start Date: 03/04/2024, 3708 W Swann Ave., Ste. 102, Tampa, FL 33609, LLC, RIA, Wealth Advisor, Financial Advisor, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-06-17

S63 Uniform Securities Agent State Law Examination

2008-06-17

Designations

Certified Financial Planner
Chartered Financial Analyst

View on SEC IAPD