Jeremy W. Grant

CORNERSTONE WEALTH

Huntersville, NC 28078

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CRD#: 4728632

Professional summary

Jeremy Warman Grant, CFP® is a registered financial advisor currently at CORNERSTONE WEALTH located in Huntersville, North Carolina.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeremy has worked at 8 firms and has passed the Series 66, 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. CORNERSTONE RISK MANAGEMENT ADVISORS, LLC., START DATE: 1/1/2018, 16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC 28078, INSURANCE AGENCY/AGENT, INSURANCE RELATED ACTIVITIES, INVESTMENT RELATED, 5 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. CORNERSTONE WEALTH GROUP, LLC dba CORNERSTONE WEALTH, START DATE: 1/1/2018, 16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC 28078, RIA/INVESTMENT ADVISOR/ FINANCIAL PLANNING, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Warman Grant's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2012

Experience

Current

January 3, 2018 - Present

CORNERSTONE WEALTH

Office #1: 16810 Kenton Drive Suite 200, Huntersville, NC 28078

RIA

CRD#: 289971

Huntersville, NC

Past

March 8, 2018 - July 1, 2025

MUTUAL SECURITIES, INC.

CRD#: 13092

Huntersville, NC

Past

July 20, 2011 - December 31, 2017

CORNERSTONE WEALTH

RIA

CRD#: 157935

HUNTERSVILLE, NC

Past

July 20, 2011 - November 8, 2017

LPL FINANCIAL LLC

CRD#: 6413

HUNTERSVILLE, NC

Past

November 11, 2005 - July 20, 2011

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

CORNELIUS, NC

Past

January 13, 2005 - June 2, 2005

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

CORNELIUS, NC

Past

December 17, 2004 - July 20, 2011

SECURITIES AMERICA, INC.

CRD#: 10205

CORNELIUS, NC

Past

February 12, 2004 - December 16, 2004

OSAIC FA, INC.

RIA

CRD#: 3978

CHARLOTTE, NC

Past

November 19, 2003 - December 16, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

November 19, 2003 - December 16, 2004

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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".

CORNERSTONE WEALTH

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/1/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/2003

General Securities Representative Examination

Current Firm

CORNERSTONE WEALTH

CRD#: 289971 / SEC#: 801-112164

RIA

Registered Investment Advisory firm - (12/22/2017 Approved)

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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

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 ADV 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	6,834
AUM (Assets Under Management)	$ 2,108,342,140

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeremy W. Grant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Warman Grant's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

CORNERSTONE WEALTH

LPL FINANCIAL LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

CORNERSTONE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2003

SIE

Date: 10/1/2018

Series 7

Date: 11/18/2003

Current Firm

CORNERSTONE WEALTH

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE WEALTH

TRUST BUT VERIFY

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