JG
Jeremy Grant
from Cornerstone Wealth
Jeremy Grant is a financial advisor based in North Carolina, Huntersville,
with 21 years of experience. Jeremy currently works for
Cornerstone Wealth.
Jeremy maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeremy Grant works at Cornerstone Wealth
Cornerstone Wealth is a financial advisory firm based in Huntersville, North Carolina. It currently has approximately $1,118,483,263 of assets under management and employs about 45 people. Cornerstone Wealth uses a fee structure of a percentage of assets under your management, fixed fees and revenue sharing with our affiliates ftcs and frs.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
11 years
Fee structure
A percentage of assets under your management, fixed fees and revenue sharing with our affiliates ftcs and frs
Office location
16810 Kenton Drive, Suite 200, Huntersville, North Carolina, 28078
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