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Jonathan Gregory Wilson

Milestone Investment Advisors, LLC

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About Jonathan Gregory Wilson

Jonathan Gregory Wilson is a financial advisor with Milestone Investment Advisors, LLC in Middleton, WI. Jonathan has been working in the financial services industry for over 6 years. Jonathan is registered with the state of Wisconsin and holds the Series 66, Series 7 and SIE licenses. Jonathan specializes in providing financial planning, portfolio management for individuals and pension consulting. Jonathan has over 6 years of experience in the financial services industry. Jonathan is also an Independent Insurance Agent. Jonathan has over 400 clients with over $800 million in assets under management.

Firm Information

Jonathan Wilson is currently registered with Milestone Investment Advisors, LLC. Milestone Investment Advisors, LLC is an investment advisory firm located in Middleton, WI. The firm offers financial planning, pension consulting, and portfolio management services to individuals and businesses. The firm has approximately $824 million in assets under management, including $674 million for high-net-worth individuals and $67 million for pension and profit-sharing plans.
Milestone Investment Advisors, LLC

6702 STONEFIELD ROAD

MIDDLETON, WI 53562

$824.24M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Wilson’s Registration & Firm History

WI

02/07/2024 - Present

Milestone Investment Advisors, LLC (MIDDLETON WI)

WI

01/05/2022 - 01/26/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)

WI

10/29/2018 - 11/19/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Madison WI)

MO

12/21/2017 - 03/07/2018

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 01/13/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Gregory Wilson.
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