Jerett Ross Dimarzio

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:

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

Current Employers

Employment History

• 06/2014 → Present
  Lpl Financial Llc
  Huntersville, NC
• 06/2014 → 12/2017
  Cornerstone Financial Partners, Inc.
  Huntersville, NC
• 01/2018 → Present
  Cornerstone Wealth Group, Llc
  Huntersville, NC

Previous Registrations

• 2015-10-29 → 2017-12-31
  Cornerstone Wealth
  Huntersville, NC
• 2015-03-17 → 2017-11-08
  Lpl Financial Llc
  Huntersville, NC

Other Businesses

(1) 12/03/2014: CORNERSTONE FINANCIAL PARTNERS, INC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) CORNERSTONE FINANCIAL PARTNERS - 100% OF TIME SPENT - LICENSED ADMIN (2) 06/09/2015: CORNERSTONE FINANCIAL PARTNERS, INC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 07/01/2015 - 160 HR/MO ALL DURING SECS TRDG HRS (3) 06/12/2015: CORNERSTONE FINANCIAL PARTNERS, INC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) CORNERSTONE WEALTH - START 07/01/2015 - 160 HR/MO ALL DURING SECS TRDG HRS - ADMIN ROLE (4) 07/09/2015 - CORNERSTONE FINANCIAL PARTNERS, INC - INV REL - 16810 KENTON PLACE SUITE 200 HUNTERSVILLE, NC 28078 - (HYBRID) - REGISTERED INVESTMENT ADVISOR DBA - START 06/16/2015 - 160 HOURS PER MONTH, 160 DURING TRADING - ADMINISTRATIVE ROLE AT RIA

Exams

• S66 Uniform Combined State Law Examination
  2015-03-16

Designations

• Certified Financial Planner