JC
JC

Justin Cornelison

18 Years of Experience
Pittsford, NY
2 DisclosuresSells Insurance

Justin Cornelison is a registered investment advisor at Nfsg Corporation, based in Pittsford, NY, with 18 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is up to 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Pittsford, NY

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History

Regulatory History (2)
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Regulatory
April 2019
Final
Criminal
December 2011
Final Disposition
Other Business ActivitiesSells Insurance

Justin is a life insurance agent since November 2022, selling life, variable life/variable annuities, and travel accident insurance. He educates clients on these products, dedicating about 10-20% of his time to this activity during regular business hours.

Employment History
Current Registrations
Nfsg Corporation
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Foresters Advisory Services, LLC
October 2015 - March 2018 · 2 yrs 5 mos
Foresters Financial Services, INC.Broker
June 2004 - March 2018 · 13 yrs 9 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.