Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ian Millman is an investment advisor representative who has been in the industry for over 25 years. Jonathan is currently registered with Kingsview Wealth Management, LLC in New York and Texas. Previously, Jonathan worked at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., Salomon Smith Barney Inc., and Royce Investment Group, Inc. Jonathan is also licensed to sell insurance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
01/17/2019 - Present
Kingsview Wealth Management, LLC (WOODBURY NY)
NY
05/18/2012 - 01/22/2019
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
NY
01/26/2007 - 05/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
07/28/1999 - 01/30/2007
MORGAN STANLEY DW INC. (GARDEN CITY NY)
NY
02/26/1997 - 02/25/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/14/1996 - 04/25/1997
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 06/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jonathan Millman is the right advisor for you? Invested Better is here to help.
