Jordan N. Leaman
CORNERSTONE WEALTH PARTNERS
WYOMING, MI 49519
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CRD#: 7451976
Professional summary
Jordan N. Leaman, CFP® is a registered financial advisor currently at CORNERSTONE WEALTH PARTNERS, LLC located in Wyoming, Michigan and TRUE WEALTH RETIREMENT PARTNERS, LLC located in Wyoming, Michigan.
Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jordan has worked at 2 firms and has passed the Series 65 exam.
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.
CHURCHILL MORTGAGE; NON-INVESTMENT RELATED; GRAND RAPIDS, MI; PRODUCTION PARTNER; SPENDS APPROX. 10% OF TIME DURING TRADING HRS; BRANCH MANAGEMENT CONSULTING. CORNERSTONE WEALTH PARTNERS LLC; INVESTMENT RELATED; OKEMOS, MI; REGISTERED INVESTMENT ADVISOR; 10/2021; JORDAN LEAMAN WILL MAINTAIN DUAL REGISTRATION IN ORDER TO EASILY TRANSITION CLIENTS TO TWRP, AFTER WHICH TIME HE WILL TERMINATE REGISTRATION WITH CORNERSTONE WEALTH PARTNERS LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan N. Leaman'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: 2022
Experience
Current
October 7, 2021 - Present
CORNERSTONE WEALTH PARTNERS, LLC
Office #1: 5751 Bryon Center Ave Sw, Wyoming, MI 49519RIA
CRD#: 146602
WYOMING, MI
Current
November 8, 2024 - Present
TRUE WEALTH RETIREMENT PARTNERS, LLC
Office #1: 5751 Byron Center Ave Sw Suite Y, Wyoming, MI 49519RIA
CRD#: 333443
WYOMING, MI
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 PARTNERS, LLC
CASH FLOW COACH LLC | CORNERSTONE WEALTH PARTNERS, LLC
CRD#: 146602 / SEC#: 801-129835
RIA
Registered Investment Advisory firm - (4/4/2024 Approved)California
Registered Investment Advisory firm - (5/19/2024 Terminated)Florida
Registered Investment Advisory firm - (4/19/2024 Terminated)Georgia
Registered Investment Advisory firm - (4/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (4/19/2024 Terminated)North Carolina
Registered Investment Advisory firm - (4/29/2024 Terminated)Texas
Registered Investment Advisory firm - (4/19/2024 Terminated)Virginia
Registered Investment Advisory firm - (4/30/2024 Terminated)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
Michigan(10/7/2021)
Current Firm
CW
CORNERSTONE WEALTH PARTNERS, LLC
CASH FLOW COACH LLC | CORNERSTONE WEALTH PARTNERS, LLC
CRD#: 146602 / SEC#: 801-129835
RIA
Registered Investment Advisory firm - (4/4/2024 Approved)California
Registered Investment Advisory firm - (5/19/2024 Terminated)Florida
Registered Investment Advisory firm - (4/19/2024 Terminated)Georgia
Registered Investment Advisory firm - (4/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (4/19/2024 Terminated)North Carolina
Registered Investment Advisory firm - (4/29/2024 Terminated)Texas
Registered Investment Advisory firm - (4/19/2024 Terminated)Virginia
Registered Investment Advisory firm - (4/30/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2525 Jolly Road, Suite 200, Okemos, MI 48864
Mailing Address
Phone number
(517) 381-3450
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 138 |
| AUM (Assets Under Management) | $ 12,769,267 |
Red Flags
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Company Information
CORNERSTONE WEALTH PARTNERS, LLC
CRD#: 146602Wyoming, MI 49519TRUST BUT VERIFY
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