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JT
JT

Jon Tarno

Cornerstone Planning Group
15 Years of Experience
Fairfield, NJ
Sells Insurance
View SEC Summary
View SEC Summary

Jon Tarno is a registered investment advisor at Cornerstone Planning Group, based in Fairfield, NJ, with 15 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,251 clients with $950M in assets under management.

Cornerstone Planning Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,251 clients
Average Client Portfolio
$761K average
Assets Under Management
$951.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.35%

Standard advisory fee ranges from 0.50% to 1.35% based on portfolio complexity, risk profile, number of household accounts, and total assets managed. Fees are negotiable.

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

350 Passaic Avenue, Suite 201, Fairfield, NJ, 07004

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jon works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, dedicating minimal time. He is also an investor in LSJT, LLC, a real estate investment company, and spends minimal time on property and casualty sales.

Employment History
Current Registrations
Cornerstone Planning Group
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Eagle Strategies LLC
April 2015 - June 2020 · 5 yrs 2 mos
Nylife Securities LLCBroker
April 2015 - June 2020 · 5 yrs 2 mos
Prudential Financial Planning Services
September 2010 - April 2013 · 2 yrs 7 mos
Pruco Securities, LLC.Broker
September 2010 - April 2013 · 2 yrs 7 mos
Metlife Securities INC.Broker
November 2009 - September 2010 · 10 mos
AXA Advisors, LLCBroker
September 2008 - November 2009 · 1 yr 2 mos
State Registrations1 state
NJ
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.
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