Jonathan
Wilson

Milestone Investment Advisors, LLC

CRD#6877847
Investment Advisor
in Middleton, WI

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About this Advisor

Jonathan Wilson is a financial advisor based in Middleton, Wisconsin, working with Milestone Investment Advisors, LLC. Jonathan has previously held positions at Nedrebo's Formalwear, Steven Penn, Ameriprise Financial, Edward Jones, Enterprise Holdings, Nedrebos Formal Wear, Northwestern Mutual Investment Services LLC, Ameriprise Financial Services, LLC, and Milestone Investment Advisors, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Jonathan is part of Milestone Investment Advisors, LLC, which operates out of Middleton, Wisconsin. The firm has 5 employees and manages assets totaling $782.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Milestone Investment Advisors, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

6702 Stonefield Road Suite 201
Middleton, WI 53562

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Milestone Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$782,575,998

WI Average: $2,826,565,184
Total Number of Employees

5

WI Average: 43
Total Number of Accounts

1,233

WI Average: 1,898
Average Account Size

$634,693

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jonathan Wilson Work History

2024 - Present (0 year)

Milestone Investment Advisors, LLC

2022 - Present (2 years)

Northwestern Mutual Investment Services LLC

2021 - Present (3 years)

Steven Penn

2018 - 2021 (3 years)

Ameriprise Financial

2018 - 2018 (< 1 year)

Edward Jones

2018 - 2021 (3 years)

Ameriprise Financial Services, LLC

2017 - 2018 (1 year)

Edward Jones

2017 - 2018 (1 year)

Edward Jones

2014 - 2014 (< 1 year)

Nedrebo'S Formalwear

2014 - 2017 (3 years)

Enterprise Holdings

2014 - 2014 (< 1 year)

Nedrebos Formal Wear

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jonathan Wilson 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 Milestone Investment Advisors, LLC

Jonathan Wilson
Middleton, WI
Angel Mcclarey
Middleton, WI
Robert Armstrong
Middleton, WI
Daniel Kauper
Middleton, WI
Michael Arbet
Middleton, WI
David Solheim
Middleton, WI

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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