Jeffrey N. Powell
CORNERSTONE WEALTH
Greensboro, NC 27408
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CRD#: 4320338
Professional summary
Jeffrey Norman Powell, CFP® is a registered financial advisor currently at CORNERSTONE WEALTH located in Greensboro, North Carolina.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeffrey has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 3, Series 30 and Series 24 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)4/13/16-Cornerstone Financial Partners, Inc.-DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- start date 4/26/16- 100%
2)4/13/16-Cornerstone Wealth-DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- start date 4/26/16- 100%
3) 06/10/2016 * Cornerstone Financial Partners, Inc. * Registered Investment Advisor Hybrid * (Hybrid) Cornerstone Financial Partners, Inc. * inv rel * 701 Green Valley Road, Suite A Greesboro, NC 29615 - 480 Falls of Nause Rd. Suite 150 Raleigh, NC 27609 * IAR - 1. 2. Yes 3. No 4. Yes * start 3/30/2016 * time spent 100%
4) 06/10/2016 * Cornerstone Financial Partners, Inc. * Registered Investment Advisor DBA * (Hybrid) Cornerstone Financial Advisors * inv rel * 701 Green Valley Road, Suite A Greesboro, NC 29615 - 480 Falls of Nause Rd. Suite 150 Raleigh, NC 27609 * IAR - 1. 2. Yes 3. No 4. No * start 3/30/2016 * time spent 100%
5) 06/10/2016 * Cornerstone Financial Partners, Inc. * Registered Investment Advisor DBA * (Hybrid) Cornerstone Wealth * inv rel * 701 Green Valley Road, Suite A Greesboro, NC 29615 - 480 Falls of Nause Rd. Suite 150 Raleigh, NC 27609 * IAR - 1. 2. Yes 3. Yes 4. No * start 3/30/2016 * time spent 100%
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Norman Powell'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: 2009
Experience
Current
January 3, 2018 - Present
CORNERSTONE WEALTH
Office #1: 701 Greenvalley Road Suite 304, Greensboro, NC 27408RIA
CRD#: 289971
Greensboro, NC
Past
June 8, 2016 - December 31, 2017
CORNERSTONE WEALTH
RIA
CRD#: 157935
Greensboro, NC
Past
May 24, 2016 - November 8, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
GREENSBORO, NC
Past
April 22, 2013 - November 6, 2015
HIGHLAND PRIVATE WEALTH MANAGEMENT
RIA
CRD#: 109532
BELLEVUE, WA
Past
June 28, 2012 - April 12, 2013
LNW
RIA
CRD#: 113400
SEATTLE, WA
Past
May 3, 2012 - May 30, 2012
RELIANCE WEALTH MANAGEMENT LLC
RIA
CRD#: 160908
NORTH MIAMI, FL
Past
February 4, 2011 - June 22, 2012
CARBON CAPITAL ADVISORS LLC
RIA
CRD#: 155840
AVENTURA, FL
Past
November 6, 2009 - December 6, 2010
CELA WEALTH MANAGEMENT
RIA
CRD#: 148040
MIAMI, FL
Past
August 7, 2008 - September 16, 2009
SINGER XENOS SECURITIES, CORP.
BD
CRD#: 115856
CORAL GABLES, FL
Past
February 16, 2004 - August 7, 2006
TRADESTATION SECURITIES, INC.
BD
CRD#: 39473
PLANTATION, FL
Past
August 6, 2001 - July 25, 2002
TRADESTATION SECURITIES, INC.
BD
CRD#: 39473
PLANTATION, FL
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
CORNERSTONE ENTERPRISE SOLUTIONS GROUP | INVESTMENT DYNAMEX | CORNERSTONE WEALTH GROUP, LLC | CORNERSTONE WEALTH | CORNERSTONE SPORTS ADVISORY GROUP | CORNERSTONE RETIRE
CRD#: 289971 / SEC#: 801-112164
RIA
Registered Investment Advisory firm - (12/22/2017 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.Highlighted states indicate IAR registrations
IAR
North Carolina(1/3/2018)
IAR
South Carolina(6/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CW
CORNERSTONE WEALTH
CORNERSTONE ENTERPRISE SOLUTIONS GROUP | INVESTMENT DYNAMEX | CORNERSTONE WEALTH GROUP, LLC | CORNERSTONE WEALTH | CORNERSTONE SPORTS ADVISORY GROUP | CORNERSTONE RETIRE
CRD#: 289971 / SEC#: 801-112164
RIA
Registered Investment Advisory firm - (12/22/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16810 Kenton Drive Suite 200, Huntersville, NC 28078
Mailing Address
Phone number
(704) 987-3410
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,834 |
| AUM (Assets Under Management) | $ 2,108,342,140 |
Red Flags
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Company Information
CORNERSTONE WEALTH
CRD#: 289971Greensboro, NC 27408TRUST BUT VERIFY
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