Jon A. Tarno

CORNERSTONE PLANNING GROUP

Fairfield, NJ 07004

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CRD#: 5359470

Professional summary

Jon Anthony Tarno, CFP®, who also goes by Jay Tarnogursky, Jon Anthony Tarnogursky, Jon Tarnogursky, is a registered financial advisor currently at CORNERSTONE PLANNING GROUP located in Fairfield, New Jersey.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jon has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Tarnogursky | Jon Anthony Tarnogursky | Jon Tarnogursky

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.

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 297 PASSAIC AVENUE, UNIT 2, FAIRFIELD, NJ 07004; COMPENSATION COMMISSIONS; 4 HOURS PER MONTH; INVESTMENT RELATED] [LSJT, LLC; In the process of purchasing a home to renovate and sell. Real Estate Investment; 137 Newark Pompton Turnpike Pequannack NJ 07440; Start Date 11/2017; Role/Title: Investor; Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Providing the capital to purchase and renovate property, provide some direction on design and cost] [Property and Casualty Sales; 297 Passaic Avenue, Unit 2, Fairfield, NJ 07004; Start Date: 1/2019; Role/Title: Insurance Broker; Investment related; 1 hour per month; 0 hours per month during securities trading hours]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Anthony Tarno'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: 2018

Experience

Current

July 17, 2020 - Present

CORNERSTONE PLANNING GROUP

Office #1: 350 Passaic Avenue Suite 201, Fairfield, NJ 07004

RIA

CRD#: 307189

Fairfield, NJ

Past

April 13, 2015 - June 30, 2020

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

SADDLE BROOK, NJ

Past

April 8, 2015 - June 30, 2020

NYLIFE SECURITIES LLC

CRD#: 5167

FAIRFIELD, NJ

Past

September 30, 2010 - April 10, 2013

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

BRICK, NJ

Past

September 9, 2010 - April 10, 2013

PRUCO SECURITIES, LLC.

CRD#: 5685

BRICK, NJ

Past

November 19, 2009 - September 21, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

WALL TOWNSHIP, NJ

Past

September 24, 2008 - November 19, 2009

EQUITABLE ADVISORS, LLC

CRD#: 6627

EDISON, NJ

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 PLANNING GROUP

CRD#: 307189 / SEC#: 801-118222

RIA

Registered Investment Advisory firm - (3/13/2020 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

New Jersey
(7/27/2020)

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: 9/23/2010

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: 9/23/2008

General Securities Representative Examination

Current Firm

CORNERSTONE PLANNING GROUP

CRD#: 307189 / SEC#: 801-118222

RIA

Registered Investment Advisory firm - (3/13/2020 Approved)

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Contact information

Main Address

350 Passaic Avenue Suite 201, Fairfield, NJ 07004

Mailing Address

Phone number

(973) 487-3220

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	2,646
AUM (Assets Under Management)	$ 650,035,096

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.

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Firm Stability Insights

Jon A. Tarno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Anthony Tarno's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

MSI FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CORNERSTONE PLANNING GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 9/23/2010

SIE

Date: 10/1/2018

Series 7

Date: 9/23/2008

Current Firm

CORNERSTONE PLANNING GROUP

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE PLANNING GROUP

TRUST BUT VERIFY

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