John R. Perry
CORNERSTONE WEALTH MANAGEMENT
EFFINGHAM, IL 62401
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CRD#: 2895381
Professional summary
John Russell Perry, CFP® is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT, LLC located in Effingham, Illinois and LPL FINANCIAL LLC located in Effingham, Illinois.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. John has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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%
CRS (Client Relationship Summary) - RIA
Click below to view John Russell Perry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
May 9, 2013 - Present
CORNERSTONE WEALTH MANAGEMENT, LLC
Office #1: 1007 W Jefferson Ave, Effingham, IL 62401RIA
CRD#: 164666
EFFINGHAM, IL
Current
May 3, 2013 - Present
LPL FINANCIAL LLC
Office #1: 1007 W Jefferson Ave, Effingham, IL 62401-2036RIA
BD
CRD#: 6413
Effingham, IL
Past
December 14, 1998 - May 9, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
EFFINGHAM, IL
Past
June 19, 1997 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 19, 1997 - May 9, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
EFFINGHAM, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CORNERSTONE WEALTH MANAGEMENT, LLC
ANDERSON INVESTMENTS, LLC | WEST FINANCIAL SERVICES | VINE WEALTH MANAGEMENT | TRIADA ADVISORS | THOROUGHBRED FINANCIAL SOLUTIONS | STONE 8 WEALTH MANAGEMENT, LLC | STEAMBOAT FINANCIAL GROUP | STAUROS FINANCIAL, LLC | SCARBOROUGH FINANCIAL GROUP, LLC | RP ZEIGLER INVESTMENT SERVICES | REISS FINANCIAL GROUP, LLC | RAUDENBUSH FINANCIAL SERVICES, LLC | RAUDENBUSH FINANCIAL SERVICES | RAINS WEALTH MANAGEMENT | PHIPPS WEALTH MANAGEMENT, LLC | MORSE WEALTH MANAGEMENT | MINDFUL WEALTH MANAGEMENT, LLC | MILESTONE INVESTMENT COUNSEL | LIFETIME PLANNING, INC. | LEGENDS FINANCIAL SERVICES GROUP, LLC | LEGENDS FINANCIAL SERVICES GROUP LLC | JACHURA FINANCIAL | INSIGHT FINANCIAL SOLUTIONS | HILL WEALTH MANAGEMENT, LLC | GLASSCOCK FINANCIAL | GIELLA FINANCIAL SERVICES, LLC | GENFINITY WEALTH MANAGEMENT | GATEWAY WEALTH MANAGEMENT, LLC | FOCUS WEALTH MANAGEMENT | FISHER FINANCIAL, LLC | FAITHVEST | ERIK THOMPSON FINANCIAL STRATEGIES LLC | ERIK THOMPSON FINANCIAL STRATEGIES | ENDEAVOR WEALTH MANAGEMENT, LLC | DIXON INCORPORATED | CORNERSTONE WEALTH MANAGEMENT, LLC | CORNERSTONE WEALTH MANAGEMENT ROSCOE | CARLISLE MOTT FINANCIAL | BELL & ASSOCIATES WEALTH MANAGEMENT | ASPIRE WEALTH MANAGEMENT, LLC
CRD#: 164666 / SEC#: 801-76973
RIA
Registered Investment Advisory firm - (8/15/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(5/29/2014)
RR
Illinois(5/3/2013)
IAR
Illinois(5/9/2013)
RR
Indiana(5/3/2013)
RR
Missouri(5/3/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CORNERSTONE WEALTH MANAGEMENT, LLC
ANDERSON INVESTMENTS, LLC | WEST FINANCIAL SERVICES | VINE WEALTH MANAGEMENT | TRIADA ADVISORS | THOROUGHBRED FINANCIAL SOLUTIONS | STONE 8 WEALTH MANAGEMENT, LLC | STEAMBOAT FINANCIAL GROUP | STAUROS FINANCIAL, LLC | SCARBOROUGH FINANCIAL GROUP, LLC | RP ZEIGLER INVESTMENT SERVICES | REISS FINANCIAL GROUP, LLC | RAUDENBUSH FINANCIAL SERVICES, LLC | RAUDENBUSH FINANCIAL SERVICES | RAINS WEALTH MANAGEMENT | PHIPPS WEALTH MANAGEMENT, LLC | MORSE WEALTH MANAGEMENT | MINDFUL WEALTH MANAGEMENT, LLC | MILESTONE INVESTMENT COUNSEL | LIFETIME PLANNING, INC. | LEGENDS FINANCIAL SERVICES GROUP, LLC | LEGENDS FINANCIAL SERVICES GROUP LLC | JACHURA FINANCIAL | INSIGHT FINANCIAL SOLUTIONS | HILL WEALTH MANAGEMENT, LLC | GLASSCOCK FINANCIAL | GIELLA FINANCIAL SERVICES, LLC | GENFINITY WEALTH MANAGEMENT | GATEWAY WEALTH MANAGEMENT, LLC | FOCUS WEALTH MANAGEMENT | FISHER FINANCIAL, LLC | FAITHVEST | ERIK THOMPSON FINANCIAL STRATEGIES LLC | ERIK THOMPSON FINANCIAL STRATEGIES | ENDEAVOR WEALTH MANAGEMENT, LLC | DIXON INCORPORATED | CORNERSTONE WEALTH MANAGEMENT, LLC | CORNERSTONE WEALTH MANAGEMENT ROSCOE | CARLISLE MOTT FINANCIAL | BELL & ASSOCIATES WEALTH MANAGEMENT | ASPIRE WEALTH MANAGEMENT, LLC
CRD#: 164666 / SEC#: 801-76973
RIA
Registered Investment Advisory firm - (8/15/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7417 Mexico Road Suite 104, St. Peters, MO 63376
Mailing Address
Phone number
(636) 397-6200
Established
Firm type
Fiscal year end
# of Employees
139
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18,813 |
| AUM (Assets Under Management) | $ 4,082,513,557 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CORNERSTONE WEALTH MANAGEMENT, LLC
CRD#: 164666Effingham, IL 62401TRUST BUT VERIFY
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