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Justin Robert Cornelison

Newbridge Financial Services Group, Inc.

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About Justin Robert Cornelison

Justin Cornelison is an investment advisor representative at Newbridge Financial Services Group, Inc. and is also registered as an Investment Advisor Representative with the state of New York. Justin has over 18 years of experience in the financial services industry. Justin specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Justin also works as an insurance agent for life, variable life/variable annuities and travel accident insurance.

Firm Information

Justin Cornelison is currently registered with Newbridge Financial Services Group, Inc.. Newbridge Financial Services Group, Inc. is a Boca Raton, FL-based registered investment advisor with approximately $566 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have a wrap fee program and serve a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Newbridge Financial Services Group, Inc.

1200 NORTH FEDERAL HIGHWAY

BOCA RATON, FL 33432

$566.25M

Assets Under Management

Not reported

Total Clients

68

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Promoter fees

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Justin Cornelison’s Registration & Firm History

NY

04/20/2021 - Present

Newbridge Financial Services Group, Inc. (PITTSFORD NY)

NY

06/03/2004 - 03/27/2018

FORESTERS FINANCIAL SERVICES, INC. (Fairport NY)

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Licenses & Designations

IA

Issued 10/14/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Justin Robert Cornelison. Review regulatory record here.
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