John-marc Berthoud (CRD# 3090606) is an Investment Advisor Representative working at Cornerstone Asset Management, Inc. in Naperville, IL and has over 25 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self Employed | Naperville, IL | Dec 2010 - Current | 13 |
| Veritrust Financial, LLC | Austin, TX | Mar 2002 - Current | 22 |
| Cornerstone Asset Management | Naperville, IL | Jun 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- IL
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts110ACCOUNTS
-
Average Account Value$181,818
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IL
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