Jon-wesley Davis (CRD# 5816745) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Auburn, ME and has over 14 years of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 2029066
Osaic Wealth, Inc.
CRD# 2366693
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Wealth Planning | Auburn, ME | Nov 2019 - Current | 4 |
| Lpl Financial, LLC | Auburn, ME | Jan 2015 - Current | 9 |
| Lake Street Advisors, LLC | Portsmouth, NH | May 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- ME
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts370ACCOUNTS
-
Average Account Value$202,722
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
ME, SC
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