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RIA / WealthAdvisorCertified Financial Planner16 years in industry

JEFFREY NORMAN POWELL

Advisor at CORNERSTONE WEALTH

Greensboro, NC

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Search this name across graphsid dfx:ria:d6765136-a1a7-5308-cffc-ddc269cf09bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Nov 6, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORNERSTONE WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 6, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Jun 3, 2016
First registration: Nov 6, 2009
Dual registered: no
IAPD individual key: 4320338

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CORNERSTONE WEALTH	Independent wealth	Jan 3, 2018	n/a	yes	Greensboro, NC	Current employment
CORNERSTONE WEALTH	Former SEC adviser	Jun 8, 2016	Dec 31, 2017	no	Greensboro, NC\|HUNTERSVILLE, NC	Previous registration
HIGHLAND PRIVATE WEALTH MANAGEMENT	Former SEC adviser	Apr 22, 2013	Nov 6, 2015	no	BELLEVUE, WA	Previous registration
Lnw	Former SEC adviser	Jun 28, 2012	Apr 12, 2013	no	SEATTLE, WA	Previous registration
RELIANCE WEALTH MANAGEMENT LLC	n/a	May 3, 2012	May 30, 2012	no	NORTH MIAMI, FL	Previous registration
CARBON CAPITAL ADVISORS LLC	n/a	Feb 4, 2011	Jun 22, 2012	no	NORTH MIAMI BEACH, FL	Previous registration
CELA WEALTH MANAGEMENT	State registered	Nov 6, 2009	Dec 6, 2010	no	MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CORNERSTONE WEALTH	CORNERSTONE WEALTH	Dec 31, 2017	Jan 3, 2018	3	Channel change	Other
HIGHLAND PRIVATE WEALTH MANAGEMENT	CORNERSTONE WEALTH	Nov 6, 2015	Jun 8, 2016	215	Firm change	Other
Lnw	HIGHLAND PRIVATE WEALTH MANAGEMENT	Apr 12, 2013	Apr 22, 2013	10	Firm change	Other
CARBON CAPITAL ADVISORS LLC	RELIANCE WEALTH MANAGEMENT LLC	Jun 22, 2012	May 3, 2012	-50	Firm change after gap	Other
RELIANCE WEALTH MANAGEMENT LLC	Lnw	May 30, 2012	Jun 28, 2012	29	Firm change	Other
CELA WEALTH MANAGEMENT	CARBON CAPITAL ADVISORS LLC	Dec 6, 2010	Feb 4, 2011	60	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
157935:289971:NC:2017-12-31	Dec 31, 2017	Jan 3, 2018	HUNTERSVILLE, NC	Firm change

Relationships

Registered with (7)

→ CORNERSTONE WEALTHRegistered adviserregistration: current employment
Jan 3, 2018 to presentfactForm ADV
→ CORNERSTONE WEALTHRegistered adviserregistration: previous registration
Jun 8, 2016 to Dec 31, 2017factForm ADV
→ HIGHLAND PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 22, 2013 to Nov 6, 2015factForm ADV
→ LNWRegistered adviserregistration: previous registration
Jun 28, 2012 to Apr 12, 2013factForm ADV
→ CARBON CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Feb 4, 2011 to Jun 22, 2012factForm ADV
→ RELIANCE WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
May 3, 2012 to May 30, 2012factForm ADV
→ CELA WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 6, 2009 to Dec 6, 2010factForm ADV

Dated events

No dated event names this entity yet.