Claim Profile
Unclaimed Profile
JB

Joseph Russell Brown

CORNERSTONE INVESTMENT PARTNERS, LLC·ATLANTA, Georgia
Clean record7 years registeredCORNERSTONE INVESTMENT PARTNERS, LLC
PHIPPS TOWER, 3438 PEACHTREE RD. NE., ATLANTA, GA 30326CRD# 7142352Firm CRD# 111753

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Russell Brown · ATLANTA, GA
Registration
CRD #7142352 · CORNERSTONE INVESTMENT PARTNERS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

Registration record
First registered · July 9, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORNERSTONE INVESTMENT PARTNERS, LLC
CRD 111753 · SEC 801-61425
AUM
$1.9B
Regulatory assets under management
Employees
15
355 client accounts
Services offered by CORNERSTONE INVESTMENT PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Joseph Russell Brown offer?
Joseph Russell Brown specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Joseph Russell Brown's credentials?
Joseph Russell Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Russell Brown located?
Joseph Russell Brown is based in ATLANTA, Georgia, working with CORNERSTONE INVESTMENT PARTNERS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Joseph Russell Brown charge for services?
Joseph Russell Brown's firm is compensated through percentage of aum, other: model provider fees (uma platforms). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE INVESTMENT PARTNERS, LLC?
CORNERSTONE INVESTMENT PARTNERS, LLC has approximately 15 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →