Jared R. Mcdaniel

CORNERSTONE WEALTH

Huntersville, NC 28078

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CRD#: 5402250

Professional summary

Jared R Mcdaniel, CFP®, CPWA® is a registered financial advisor currently at CORNERSTONE WEALTH located in Huntersville, North Carolina and MUTUAL SECURITIES, INC. located in Tampa, Florida.

Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jared has worked at 6 firms and has passed the 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. Cornerstone Wealth Group, LLC., Start Date: 03/04/2024, 3708 W Swann Ave., Ste. 102, Tampa, FL 33609, LLC, RIA, Wealth Advisor, Financial Advisor, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared R Mcdaniel'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: 2014

CPWA^®

Certified Private Wealth Advisor

Experience

Current

April 8, 2024 - Present

CORNERSTONE WEALTH

Office #1: 16810 Kenton Drive Suite 200, Huntersville, NC 28078Office #2: 3708 W Swann Ave Suite 102, Tampa, FL 33609

RIA

CRD#: 289971

Huntersville, NC

Current

March 25, 2024 - Present

MUTUAL SECURITIES, INC.

Office #1: 3708 West Swann Ave. Ste. 102, Tampa, FL 33609

CRD#: 13092

Tampa, FL

Past

August 21, 2014 - March 28, 2024

CITY NATIONAL ROCHDALE

RIA

CRD#: 117198

LAKE MARY, FL

Past

July 23, 2014 - March 28, 2024

CNR SECURITIES, LLC

CRD#: 18466

LAKE MARY, FL

Past

September 14, 2012 - August 4, 2014

SENTINEL FINANCIAL SERVICES COMPANY

CRD#: 31175

MONTPELIER, VT

Past

January 1, 2008 - September 17, 2012

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

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.

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

Florida
(3/25/2024)

IAR

Florida
(4/8/2024)

North Carolina
(2/26/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/17/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/2007

General Securities Representative Examination

SRO Registrations

FINRA

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

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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Advisor Monitoring

Firm Stability Insights

Jared R. Mcdaniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared R Mcdaniel's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

CITY NATIONAL ROCHDALE

CNR SECURITIES, LLC

SENTINEL FINANCIAL SERVICES COMPANY

DEUTSCHE BANK SECURITIES INC.

Primary Firm SEC Registration

CORNERSTONE WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 6/17/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/29/2007

FINRA

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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