Jonathan Brown is a CFP-designated registered investment advisor, based in Greenville, SC, with 20 years of industry experience.
Location
75 Beattie Place, Suite 110, Greenville, SC, 29601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is the president of Carolina Golf Club, treasurer for Generations Group Home, partner member of CWG Management Group, and a partner at Cornerstone Wealth Group. He also receives insurance pay through Cornerstone Risk Management Advisors, LLC.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Cornerstone Wealth
Previous Registrations
Cornerstone Wealth
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations8 states
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