Jon Tarno has been Chief Operating Officer of Cornerstone Planning Group since January 2024, is a control person of the firm and directly owns under 5% of it.
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.
Jon Tarno’s longest registration is the current one, 6 years at Cornerstone Planning Group since 2020. Before joining Cornerstone Planning Group in 2020, Jon Tarno was registered through Eagle Strategies LLC and Prudential Financial Planning Services.
- Cornerstone Planning GroupCurrent– present · 6 yearsFairfield, NJ · Adviser representative · Firm CRD 307189
- Eagle Strategies LLC– · 5 yearsSaddle Brook, NJ · Adviser representative · Firm CRD 110826
- Prudential Financial Planning Services– · 2 yearsBrick, NJ · Adviser representative · Firm CRD 5685
Investment adviser representative registrations
Jon Tarno is registered as an investment adviser representative in New Jersey, since July 2020.
- New JerseySince 27 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 September 2010 |
| Series 7 | General Securities Representative Examination | 23 September 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jon Anthony Tarno
- CRD
- 5359470
- Firm
- Cornerstone Planning Group · CRD 307189
- Role
- Chief Operating Officer
- Office
- 350 PASSAIC AVENUE, SUITE 201, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Jon Tarno work?
Jon Tarno has been Chief Operating Officer of Cornerstone Planning Group Inc. since January 2024, and is a control person of the firm.
Is Jon Tarno a financial advisor?
Yes. Jon Tarno has a current investment-adviser registration in New Jersey, through Cornerstone Planning Group since July 2020.
How many years of experience does Jon Tarno have?
Jon Tarno has 16 years in the financial industry, since October 2010, across 3 adviser firms.
What exams has Jon Tarno passed?
Jon Tarno has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2008. FINRA credited Jon Tarno with the SIE, which began in October 2018.
Where did Jon Tarno work before Cornerstone Planning Group?
Before Cornerstone Planning Group, Jon Tarno was registered through Eagle Strategies LLC, April 2015 to June 2020; Prudential Financial Planning Services, September 2010 to April 2013.
Where is Jon Tarno based?
Jon Tarno’s registered office is in Fairfield, NJ.
Is Jon Tarno registered with FINRA?
No. Jon Tarno has no current broker registration.
How can I verify Jon Tarno’s record?
Search CRD 5359470 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jon Tarno’s full registration record.
Carmine CorinoOwner- Walter GilmoreCCO