Jonathan
Millman
Kingsview Wealth Management, LLC
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About this Advisor
Jonathan Millman is a financial advisor based in Woodbury, New York, working with Kingsview Wealth Management, LLC. Jonathan has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Kingsview Asset Management, and Wells Fargo Advisors. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Jonathan is part of Kingsview Wealth Management, LLC, which operates out of Woodbury, New York. The firm has 46 offices and 190 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kingsview Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$4,845,686,420
190
18,332
$264,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Millman Work History
Kingsview Asset Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors
Disclosures
Please visit the SEC profile of Jonathan Millman 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 Kingsview Wealth Management, LLC
Paris, TN
Raleigh, NC
Myrtle Beach, SC
Eureka, CA
Amarillo, TX
Greensboro, NC
Soquel, CA
Greensboro, NC
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