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John-marc Berthoud

Cornerstone Asset Management, Inc.

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About John-marc Berthoud

John-marc Berthoud is a registered investment advisor representative with Cornerstone Asset Management, Inc. John-marc has been in the securities industry since 1998, and has been with Cornerstone Asset Management since 2001. John-marc specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. John-marc is also a licensed insurance agent, and provides insurance services to his clients. John-marc holds a Series 6, 7, 24, 63, and 65 licenses.

Firm Information

John-marc Berthoud is currently registered with Cornerstone Asset Management, Inc.. Cornerstone Asset Management, Inc. is an investment advisor located in [redacted] with 1 licensed agent and 1 investment adviser representative. They manage approximately $20 million in assets for 110 clients, primarily high-net-worth individuals and other individuals. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management services for individuals.

$20.00M

Assets Under Management

Not reported

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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other

Third party advisory fees

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John-marc Berthoud’s Registration & Firm History

IL

02/28/2007 - Present

Cornerstone Asset Management, Inc. (NAPERVILLE IL)

IL

04/08/2002 - 12/01/2011

VERITRUST FINANCIAL, LLC (NAPERVILLE IL)

MD

08/08/2000 - 06/21/2001

H. BECK, INC. (ROCKVILLE MD)

MA

10/01/1998 - 08/09/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 10/10/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/23/2002

Series 24 - General Securities Principal Examination

BC

Issued 09/19/2000

Series 7 - General Securities Representative Examination

BC

Issued 09/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John-marc Berthoud.
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