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Hunter J. Smith

CORNERSTONE INVESTMENT SERVICES
Jacksonville, FL
Some features on this profile are disabled
CRD#: 7708296
HS

Professional summary

Hunter James Smith is a registered financial advisor currently at CORNERSTONE INVESTMENT SERVICES located in Jacksonville, Florida.

Hunter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Hunter has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

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.
Hunter Smith is a USCG licensed fishing guide for Cornerstone Outfitters LLC. This business is not investment related. Business address is 16221 Shellcracker Rd. Jacksonville, Florida 32226. This business is an outdoor guide service, and Hunter Smith is the owner and operator. This business was started in July of 2025. Approximately 10 hours per month are devoted to this business, no more than 5 of which are during trading hours. Hunter Smith simply takes people hunting, fishing, and on guided nature tours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hunter James Smith'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®
None

Experience

Current

August 4, 2023 - Present

CORNERSTONE INVESTMENT SERVICES

RIA
CRD#: 327154
Jacksonville, FL
Past

April 14, 2023 - June 1, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TAMPA, FL

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
Florida
(8/4/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/2/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/14/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/21/2023
Securities Industry Essentials Examination

Current Firm

CI
CORNERSTONE INVESTMENT SERVICES
CORNERSTONE INVESTMENT SERVICES | SMITH AND SONS CAPITAL PARTNERS LLC

CRD#: 327154 / SEC#:

Florida
Registered Investment Advisory firm - (8/4/2023 Approved)
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Contact information

Main Address
Jacksonville, FL
Mailing Address
Phone number
(904) 537-7889
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts57
AUM (Assets Under Management)$ 6,506,780

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.

Company Information

CORNERSTONE INVESTMENT SERVICES

CRD#: 327154Jacksonville, FL

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