Jeffrey Hummel (CRD# 7539405) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has 1 year of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jeffrey Hummel | Fountain Hill, PA | Jan 2023 - Current | 1 |
| Cornerstone Advisors Asset Management, LLC | Bethlehem, PA | Mar 2022 - Current | 2 |
| Cornerstone Benefits, Inc. | Bethlehem, PA | Mar 2022 - Current | 2 |
| M Holdings Securities, Inc. | Bethlehem, PA | Mar 2022 - Current | 2 |
| Cornerstone Institutional Investors, LLC | Bethlehem, PA | Mar 2022 - Current | 2 |
| Cornerstone Benefits, Inc. | Bethlehem, PA | Mar 2022 - Current | 2 |
| Cornerstone Institutional Investors | Bethlehem, PA | Mar 2022 - Current | 2 |
| Unemployed | Bethlehem, PA | Oct 2021 - Feb 2022 | < 1 |
| Resource Capital Funds | Denver, CO | Jun 2021 - Sep 2021 | < 1 |
| Lafayette College | Easton, PA | Aug 2017 - May 2021 | 3 |
| Tall Timbers Nursery, Inc. | Allentown, PA | Jun 2020 - Jul 2020 | < 1 |
| The Da Vinci Science Center | Allentown, PA | Jun 2019 - Aug 2019 | < 1 |
| Leiser's Sales And Rentals | Bethlehem, PA | Jun 2016 - Jun 2019 | 3 |
| Moravian Academy | Bethlehem, PA | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- PA
-
Total Assets Under Management7,417MILLIONS
-
Total Number of Accounts1,734ACCOUNTS
-
Average Account Value$4,277,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, DC, FL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA
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