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James Andrew Allen

Cornerstone Planning Group

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About James Andrew Allen

James Allen is a registered investment advisor with Cornerstone Planning Group. James has been working in the financial services industry since 1997. James has expertise in financial planning and portfolio management for both individuals and businesses. James has experience with working with pension plans and charitable organizations. James is also licensed to provide educational seminars. Cornerstone Planning Group is a firm with over 10 years of experience in providing financial services to a wide range of clients. Cornerstone Planning Group has expertise in financial planning, portfolio management and pension consulting. Cornerstone Planning Group has a strong track record of providing high-quality financial services to their clients.

Firm Information

James Allen is currently registered with Cornerstone Planning Group. Cornerstone Planning Group, located in Fairfield, NJ, is an investment advisor that manages approximately $523,309,849 in assets for individuals, corporations, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, pension consulting, and educational seminars.
Cornerstone Planning Group

350 PASSAIC AVENUE

FAIRFIELD, NJ 07004

$523.31M

Assets Under Management

10

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Allen’s Registration & Firm History

CT

11/08/2021 - Present

Cornerstone Planning Group (Glastonbury CT)

CT

07/15/1997 - 07/16/2021

NYLIFE SECURITIES LLC (WINDSOR CT)

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Licenses & Designations

IA

Issued 06/06/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James Andrew Allen. Review regulatory record here.
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