Barjes Angulo has been an investment adviser representative at Cornerstone Planning Group since June 2022, and is not listed among the firm’s executive officers or direct owners.
Cornerstone Planning Group Inc. is a Fairfield, NJ firm with $952M under management, 1,251 clients and 16 advisers across 8 offices, as of its September 2026 filing.
Barjes Angulo is a Financial Advisor at Cornerstone Planning Group. He works with families who are new to wealth on clarity, protection and a long-term strategy for children and grandchildren. He also helps families and business owners with complex financial decisions.
Barjes Angulo’s longest registration was 9 years at Eagle Strategies LLC (2012–2022). Before joining Cornerstone Planning Group in 2022, Barjes Angulo was registered through Eagle Strategies LLC and National Planning Corporation ("NPC of America" in FL & NY).
- Cornerstone Planning GroupCurrent– present · 4 yearsWeston, FL · Adviser representative · Firm CRD 307189
- Eagle Strategies LLC– · 9 yearsNew York, NY · Adviser representative · Firm CRD 110826
- National Planning Corporation ("NPC of America" in FL & NY)– · 1 yearBloomsbury, NJ · Adviser representative · Firm CRD 29604
- Axa Advisors, LLC– · 1 yearNew York, NY · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Barjes Angulo is registered as an investment adviser representative in 2 states. The first approvals date from May 2025; the most recent is Florida, in November 2025.
- FloridaSince 14 November 2025
- New JerseySince 12 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 June 2012 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 February 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 April 2000 |
| Series 7 | General Securities Representative Examination | 29 January 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Barjes Rainiero Angulo
- CRD
- 3228592
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 1555 Bonaventure Blvd #1018, Weston, FL 33326
- Registration
- Investment adviser registration
- In the industry since
- July 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstoneplanninggroup.com
Where does Barjes Angulo work?
Barjes Angulo is an investment adviser representative registered through Cornerstone Planning Group Inc. since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Barjes Angulo a financial advisor?
Yes. Barjes Angulo has a current investment-adviser registration in Florida and New Jersey, through Cornerstone Planning Group since June 2022.
How many years of experience does Barjes Angulo have?
Barjes Angulo has 26 years in the financial industry, since July 2000, across 4 adviser firms.
What exams has Barjes Angulo passed?
Barjes Angulo has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 66. The earliest, the Series 7, was passed in January 2000. FINRA credited Barjes Angulo with the SIE, which began in October 2018.
Where did Barjes Angulo work before Cornerstone Planning Group?
Before Cornerstone Planning Group, Barjes Angulo was registered through Eagle Strategies LLC, June 2012 to June 2022; National Planning Corporation ("NPC of America" in FL & NY), May 2004 to January 2006; Axa Advisors, LLC, July 2002 to April 2004.
Where is Barjes Angulo based?
Barjes Angulo’s registered office is in Weston, FL.
Is Barjes Angulo registered with FINRA?
No. Barjes Angulo has no current broker registration.
How can I verify Barjes Angulo’s record?
Search CRD 3228592 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Barjes Angulo’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO