Jonathan Joseph Twidwell

Current Employers

Employment History

• 11/2014 → 01/2024
  Woodbury Financial Services Inc
  Overland Park, KS
• 01/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2014-11-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Overland Park, KS
  Chesterfield, MO
  Overland Park, KS
• 2010-02-19 → 2014-12-23
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE
  Omaha, NE
  Overland Park, KS

Other Businesses

1) CORNERSTONE WEALTH MANAGEMENT, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/21/2014 ADDRESS: 4400 College Blvd, Suite 359, Overland Park KS 66211, United States DESCRIPTION: Insurance 2) CORNERSTONE KANSAS CITY, LLC POSITION: Producer NATURE: LLC and Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/24/2015 ADDRESS: 4400 College Blvd, Suite 350, Overland Park KS 66211, United States DESCRIPTION: Prospecting, Sales, and Servicing of Property, Casualty, and Personal Lines Insurance. 3)CORNERSTONE COMPANIES POSITION: Owner NATURE: It is the DBA for Cornerstone Kansas City, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/02/2017 ADDRESS: 4400 College Blvd, Suite 350, Overland Park KS 66211, United States DESCRIPTION: Sales of Property Casualty Insurance and Employee Benefits. 4) CORNERSTONE CAPITAL ADVISORS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/04/2021 ADDRESS: 4400 College Blvd Ste 350, Overland Park KS 66211, United States DESCRIPTION: Insurance 5)TWIDWELL ENTERPRISES, LLC POSITION: Sole Owner NATURE: Holds my ownership of Cornerstone Kansas City, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 8003 Lingle Lane, Lenexa KS 66215, United States DESCRIPTION: Just holds my ownership of Cornerstone Kansas City, LLC. 6) INCLUSION CONNECTIONS POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 2083 E. Santa Fe, Olathe KS 66062, United States; DESCRIPTION: Sit on the Board of Directors for Inclusion Connections, whose mission is to strengthen the lives of individuals with disabilities by creating inclusive opportunities for community involvement, access to meaningful employment, and better options for independent living. 7) BOARD MEMBER ENTREPRENEURS' ORGANIZATION OF KANSAS CITY POSITION: Board Member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2025 ADDRESS: 500 Montgomery Street, Suite 600, Alexandria VA 22314, United States DESCRIPTION: Board Member

Exams

• S66 Uniform Combined State Law Examination
  2010-01-18