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.
Credentials
Series 63, Series 65
Experience Industry experience
26 years
Location
Vinita, OK 74301
Cornerstone Wealth Management, LLC
Multi-team
Jason Benson is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Investment Centers Of America, Inc., and Oklahoma State Bank. Outside of his advisory role, he is a volunteer firefighter serving as a captain for the Monkey Island Fire Protection District and is a farm owner involved in hay selling. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets for over 12,000 clients. The firm employs a combination of fundamental, quantitative, and qualitative analyses across a range of investment products, providing tailored account supervision and retirement consulting through multiple advisory programs and platforms.
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
Vinita, OK
124 S. Scraper St.
Vinita OK 74301
Advisors at this office
1
Oklahoma
26 years of industry experience
Cornerstone Wealth Management, LLC
2025 - Present • 1 year
St. Peters, MO
LPL Financial
2017 - Present • 9 years
Vinita, OK
Investment Centers Of America, Inc.
2011 - 2017 • 6 years
Vinita, OK
Oklahoma State Bank
2009 - 2018 • 9 years
Vinita, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63, Series 65, Series 66
Big Cabin, OK
Raymond James Financial
David Wood is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 63, Series 65, and Series 66 credentials and bringing 35 years of industry experience. He has been associated with Raymond James and Addison Avenue Investment Services since 2012 and also has experience with First Tech Federal Credit Union. Outside of his advisory work, Wood owns an agricultural business and manages a rental real estate property in Big Cabin, Oklahoma. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.
Series 66
Langley, OK
Edward Jones
Mike Vaughn is a financial advisor at Edward Jones in Langley, Oklahoma, with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Vaughn serves as a board director for the South Grand Lake Chamber of Commerce and is involved in small business activities including product design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Vinita, OK
Edward Jones
Steven Tamplen is a Series 66-registered advisor with Edward Jones in Vinita, Oklahoma, with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Great Plains Coca Cola from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.
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