Client Portal | Cornell Asset Management | Sarasota, FL 34236

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Who We Are
How We Help
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Client Portal
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It’s never too early — or too late — to take control of your financial future, so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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Phone: 941.883.6892
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Sarasota

Atria Building
1800 2nd St.
Suite 756
Sarasota, FL 34236

Port Charlotte

SunTrust Building
18501 Murdock Circle
Suite 303
Port Charlotte, FL 33948

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Read Full Disclosure | Privacy Policy | Terms of Use | Form CRS
4/22-2116987C

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Jacob Cornell offers securities and advisory services offered through Centaurus Financial Inc., member FINRA / SIPC, a Registered Investment adviser. Centaurus Financial Inc. and Cornell Asset Management LLC are not affiliated. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in FL, NC, PA, VA, NY, MA, WI, and OH.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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