John-marc Berthoud
Professional summary
John-marc Berthoud, who also goes by John- Marc Berthoud, Johnmarc D. Berthoud, is a registered financial advisor currently at CORNERSTONE ASSET MANAGEMENT, INC. located in Naperville, Illinois.
John-marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John-marc has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John-marc Berthoud's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 28, 2007 - Present
CORNERSTONE ASSET MANAGEMENT, INC.
Office #1: 564 S. Washington Street, Naperville, IL 60540July 28, 2006 - December 31, 2010
CORNERSTONE ASSET MANAGEMENT, INC.
April 8, 2002 - December 1, 2011
VERITRUST FINANCIAL, LLC
August 10, 2001 - June 29, 2005
CORNERSTONE ASSET MANAGEMENT, INC.
August 8, 2000 - June 21, 2001
GROVE POINT INVESTMENTS, LLC
October 1, 1998 - August 9, 2000
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/28/2007)
Exams
Current Firm
CORNERSTONE ASSET MANAGEMENT, INC.
CRD#: 113635 / SEC#: 801-60413
Contact information
Regulatory assets under management
| Total Number of Accounts | 110 |
| AUM (Assets Under Management) | $ 20,000,000 |
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.
