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John James Riley

Advisor at Cornerstone Investment Services — Nevada, TX

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Nevada, TX

Cornerstone Investment Services logo

Cornerstone Investment Services

Supported

Total advisors

3

Across 3 offices

Clients per advisor

26 Low

Avg AUM per client

$790,631 Typical

HNW client ratio

23% Typical

About

John Riley is a financial advisor with Cornerstone Investment Services in Nevada, TX. He holds the Series 65 designation and has been with Cornerstone since 2026. His prior work experience includes roles at Integrity Risk Management LLC and various positions in the insurance and service industries. Cornerstone Investment Services provides investment supervisory and consulting services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside long- and short-term trading strategies, focusing on ETFs and options-writing within a managed wrap fee program.

Client services

Based on Cornerstone Investment Services

Financial planning Portfolio management

Expertise

Based on Cornerstone Investment Services

Options & derivatives strategies Real estate investing

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Fee options

Percentage

$0.00 - $500,000: 2.00% $500,000 - $749,999: 1.95% $750,000 - $999,999: 1.70% $1,000,000 - $1,999,999: 1.60% $2,000,000 - $2,999,999: 1.50% $3,000,000 - $4,999,999: 1.40% $5,000,000+: 1.35%

Project-based

$100 to $250 per hour, negotiable

Other

Account minimum: $100,000 for discretionary wrap-fee accounts; $10,000 for non-discretionary wrap-fee accounts (both negotiable)

Location

See office

Nevada, TX

Nevada TX

Advisors at this office

1

Most active in

Rhode Island · Texas

Work history

< 1 year of industry experience

Cornerstone Investment Services

2026 - Present • 1 year

Providence, RI

Integrity Risk Management LLC

2024 - Present • 2 years

McKinney, TX

Cavendar Nissan of Rockwall

2023 - 2023 • 1 year

Rockwall, TX

Self-Employed

2022 - 2023 • 1 year

Nevada, TX

McGavock Allstate Agency

2021 - 2022 • 1 year

Rockwall, TX

TruGreen

2021 - 2021 • 1 year

Plano, TX

Self-Employed

2020 - 2021 • 1 year

Poetry, TX

U-Haul

2020 - 2020 • 1 year

Dallas, TX

Chick-Fil-A

2016 - 2020 • 4 years

Greenville, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William K

Series 63, Series 66

Lucas, TX

Abbington Wells LLC.

William Kell is a financial advisor at Abbington Wells LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has led Abbington Wells since its founding in 2011. Abbington Wells is an independent advisory firm serving individuals, corporate, trust, and institutional clients with portfolio management and comprehensive financial planning. The firm employs an asset-allocation approach combining passive and active strategies, using technical, fundamental, and quantitative modeling in portfolio construction and management.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance
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Temitayo I

Series 65

Garland, TX

Hyvorian Financial

Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Hyvorian Financial, Ilori worked at Insight Global, Hub International, Summa Health, and Visa. Ilori also owns Hyvorian LLC, a business currently in the process of winding down. Hyvorian Financial serves individuals, families, charitable organizations, corporations, small businesses, and certain institutional clients with investment management, financial planning, and educational seminars. The firm’s stewardship-based, biblically grounded investment approach emphasizes long-term, values-aligned portfolios and includes faith-based financial literacy seminars available to the public.

Charitable giving & philanthropy Cash flow / budgeting Religious/faith focused
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Muhammad U

Series 65

Plano, TX

Crescent Investment Solutions LLC

Muhammad Uddin is a financial advisor at Crescent Investment Solutions LLC in Plano, TX, holding a Series 65 designation with two years of industry experience. Prior to founding Crescent Investment Solutions in 2024, he worked at Microsoft in various roles, including as a Digital Technology Specialist. Crescent Investment Solutions LLC is an independent advisory firm that provides portfolio management services primarily to individual clients. The firm uses a combination of investment strategies and manages portfolios with discretionary authority, emphasizing tailored investment policy statements and risk tolerance documentation.

Passive / index investing Active portfolio management
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John M

Series 63, Series 65

Garland, TX

Dallas Money Management LLC

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

Active portfolio management
user avatar

William S

Series 63, Series 65

Garland, TX

Scott and Associates of Texas, Inc.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.)
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Christopher C

Series 65

McKinney, TX

Cardinal Wealth Management LLC

Christopher Cardinal is the founder of Cardinal Wealth Management LLC in McKinney, TX, holding a Series 65 designation with one year of industry experience. Prior to establishing his firm, he worked in behavioral health and nonprofit roles. Cardinal Wealth Management serves individuals, professionals, and small businesses, focusing on comprehensive financial planning and discretionary portfolio management primarily in equities and fixed income. The firm uses a strategic asset allocation model combined with fundamental and technical analysis, emphasizing long-term investing through marketable securities, mutual funds, and ETFs.

Cash flow / budgeting General retirement planning Founder/Business Owner
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