Jennifer
Milligan

Avantax Advisory Services

CRD#3067215
Investment Advisor
in Biloxi, MS

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About this Advisor

Jennifer Milligan is a financial advisor based in Biloxi, Mississippi, working with Avantax Advisory Services. Jennifer has previously held positions at Strojny Tax Partners, University Of Oklahoma, Avantax Investment Services, Inc, Strojny & Strojny Financial Svcs, The Strojny Corporation, Strojny Returns Preparers, LLC, Avantax Insurance Agency, LLC, Milligan, Jennifer & Kerry, Revitalize Coaching, Strojny And Milligan LLC, Strojny Pass Road LLC, and Strojny Family LLC. Jennifer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Mississippi. Currently, Jennifer is part of Avantax Advisory Services, which operates out of Biloxi, Mississippi. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

2598A Pass Road
Biloxi, MS 39531

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

MS Average: $3,042,739,679
Total Number of Employees

2,478

MS Average: 49
Total Number of Accounts

131,534

MS Average: 2,315
Average Account Size

$316,996

MS Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jennifer Milligan Work History

2020 - Present (4 years)

Revitalize Coaching

2009 - Present (15 years)

Strojny And Milligan LLC

2007 - Present (17 years)

Strojny Pass Road LLC

2006 - Present (18 years)

Milligan, Jennifer & Kerry

2000 - Present (24 years)

Avantax Insurance Agency, LLC

1999 - Present (25 years)

Strojny Tax Partners

1999 - Present (25 years)

Strojny & Strojny Financial Svcs

1998 - Present (26 years)

Avantax Investment Services, Inc

1993 - Present (31 years)

University Of Oklahoma

2009 - 2021 (12 years)

Strojny And Milligan LLC

2009 - 2021 (12 years)

Strojny Family LLC

2008 - 2021 (13 years)

Strojny Returns Preparers, LLC

1999 - 2021 (22 years)

The Strojny Corporation

Disclosures

Please visit the SEC profile of Jennifer Milligan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Advisory Services

Sean Wilhelmy
Danville, CA
Dillon Mccann
Champlin, MN
Aaron Jaenisch
Coppell, TX
Keri Vaught
Midland, TX
Weili Jiang
Coppell, TX
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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