Advisor at Cornerstone Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vinita, OK 74301
Credentials
Series 63, Series 65
Industry experience
25 years
Jason Benson is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, Inc., and Oklahoma State Bank. Outside of advising, he serves as a volunteer firefighter and owns a farm where he sells hay. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, third-party managers, and algorithm-driven models to deliver tailored investment advice and manages a high client load through a multi-brand operating model supported by LPL platform programs and technology.
Based on Cornerstone Wealth Management, LLC
Financial planning flat fees $500 to $5,000; pension consulting flat fees $750 to $10,000
$0 - $499,999.99: Up to 2.4% $500,000 - $999,999.99: Up to 1.9% $1,000,000+: Up to 1.4%
Certain representatives earn commissions as registered representatives of LPL for sale of securities/products outside advisory accounts
Up to $400/hour for financial planning and consulting; $250/hour for retirement consulting and management
Account minimum: $5,000 Fee-only: Hourly rate up to $400 for financial advisors; flat fees range from $500 to $5,000 for financial planning; hourly fee $250 for retirement consulting; flat fees range from $750 to $10,000 for ongoing pension consulting
124 S. Scraper St.
Vinita, OK 74301
Oklahoma
Cornerstone Wealth Management, LLC
2025 - Present (1 year)
LPL Financial
2017 - Present (9 years)
Investment Centers Of America, Inc.
2011 - 2017 (6 years)
Oklahoma State Bank
2009 - 2018 (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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