Jennifer
Milligan
Avantax Advisory Services
Answer a few questions and
get matched with an advisor.
About this Advisor
Jennifer Milligan is a financial advisor operating in Biloxi, Mississippi who has 23 years of industry experience. Milligan is currently employed by Avantax Advisory Services. Their career trajectory has included roles 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. Milligan maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to serve investors in Mississippi. Avantax Advisory Services is a registered investment business that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 financial advisors. It manages $31 billion in total assets among its 123,393 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees usually vary depending on which service is offered. Fees billed by Avantax Advisory Services likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jennifer Milligan Work History
Jennifer has been registered as a financial advisor for 23 years.*
Revitalize Coaching
Strojny And Milligan LLC
Strojny Pass Road LLC
Milligan, Jennifer & Kerry
Avantax Insurance Agency, LLC
Strojny Tax Partners
Strojny & Strojny Financial Svcs
Avantax Investment Services, Inc
University Of Oklahoma
Strojny And Milligan LLC
Strojny Family LLC
Strojny Returns Preparers, LLC
The Strojny Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Fort Worth, TX
Wilmington, DE
Irving, TX
Melville, NY
Dallas, TX
Ann Arbor, MI
Irving, TX
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
