Jonathan
Wilson
Milestone Investment Advisors, LLC
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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
Services Offered
Fee Structure
Office Location
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Milestone Investment Advisors, LLC Brokerage Details
$782,575,998
5
1,233
$634,693
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonathan Wilson Work History
Milestone Investment Advisors, LLC
Northwestern Mutual Investment Services LLC
Steven Penn
Ameriprise Financial
Edward Jones
Ameriprise Financial Services, LLC
Edward Jones
Edward Jones
Nedrebo'S Formalwear
Enterprise Holdings
Nedrebos Formal Wear
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
Middleton, WI
Middleton, WI
Middleton, WI
Middleton, WI
Middleton, WI
Middleton, WI
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