Jason Benson
Jason Benson is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Vinita, OK, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 18,812 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.40% |
| $500K - $1000K | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable. Actual fees may differ based on advisor's previously established fee schedules.
Fee Estimator
Location
124 S. Scraper St., Vinita, OK, 74301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason operates Thoroughbred Financial Solutions as a DBA for LPL business and owns Benson Farms. He also works as a volunteer firefighter, owns A&J Investment Properties LLC, and is an insurance agent for Thoroughbred Financial Solutions and ICAG Ins Agency, dedicating a few hours per week to insurance-related activities.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Uvest Financial Services Group, INC.Broker
LPL Financial CorporationBroker
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.