Jonathan Steele Brown

Current Employers

Employment History

• 07/2011 → 12/2017
  Cornerstone Financial Advisors, Llc
  Greenville, SC
• 07/2011 → 10/2017
  Lpl Financial Llc
  Greenville, SC
• 01/2018 → Present
  Cornerstone Wealth Group, Llc
  Huntersville, NC
• 11/2017 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2011-07-20 → 2017-12-31
  Cornerstone Wealth
  Greenville, SC
  Cornelius, NC
  Greenville, SC
• 2010-06-24 → 2011-07-20
  Securities America Advisors, Inc.
  Cornelius, NC

Other Businesses

1. CORNERSTONE RISK MANAGEMENT ADVISORS, LLC., START DATE: 1/1/2018, 16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC 28078, LLC, INSURANCE PAY THROUGH COMPANY/AGENT, INVESTMENT RELATED, 5 HOURS PER MONTH, 5 HOURS PER DAY DURING TRADING HOURS. 2. CORNERSTONE WEALTH GROUP, LLC Dba CORNERSTONE WEALTH, START: 01/01/18, 16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC 28078, RIA/INVESTMENT ADVISOR/PARTNER/FINANCIAL PLANNING, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 3. Generations Group Home, Start Date: 10/30/2023, 821 Dunklin Bridge Rd., Fountain Inn, SC 29664, 501c-3, Group Home, Treasurer, Report financial position of organization to the board, Generations has an employee who handles day to day finances, so the treasurer position is more reporting, I will not have any signing authority or access to bank accounts, Not Investment Related, 1-5 Hours per month, 1-5 Hours per day during trading hours. 4. CWG Management Group, LLC., Start Date: 01/01/2018, 16810 Kenton Dr., Ste. 200, Huntersville, NC 28078, LLC, Management Company with operating authority and control over CWG (RIA entity), Partner Member, Management Duties, Investment Related, 10 Hours per week, 2 Hours per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-16
• S63 Uniform Securities Agent State Law Examination
  2005-09-21

Designations

Other Names

• Jonathan Brown