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Jon Anthony Tarno

Cornerstone Planning Group

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About Jon Anthony Tarno

Jon Anthony Tarno is an Investment Advisor Representative at Cornerstone Planning Group, a firm based in Fairfield, New Jersey. Jon has been in the financial services industry for over 12 years. Jon specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Jon is registered with the state of New Jersey.

Firm Information

Jon Tarno 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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Jon Tarno’s Registration & Firm History

NJ

07/27/2020 - Present

Cornerstone Planning Group (FAIRFIELD NJ)

NJ

04/08/2015 - 06/30/2020

NYLIFE SECURITIES LLC (FAIRFIELD NJ)

NJ

09/09/2010 - 04/10/2013

PRUCO SECURITIES, LLC. (BRICK NJ)

NJ

11/19/2009 - 09/21/2010

METLIFE SECURITIES INC. (WALL TOWNSHIP NJ)

NJ

09/24/2008 - 11/19/2009

AXA ADVISORS, LLC (EDISON NJ)

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Licenses & Designations

BOTH

Issued 09/23/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon Anthony Tarno.
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