Jonathan Harrington (CRD# 6700055) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has 1 year of experience in the finance industry. Jonathan Harrington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Milestone Financial Planning, LLC | Bedford, NH | Jan 2021 - Current | 3 |
| Milestone Financial Planning, LLC | Bedford, NH | Jan 2019 - Current | 5 |
| U.s. Army Reserve | Newport, RI | Aug 2016 - Current | 7 |
| Milestone Financial Planning, LLC | Bedford, NH | Aug 2016 - Dec 2018 | 2 |
| U.s. Army Reserve | Newport, RI | Feb 2011 - Aug 2016 | 5 |
| U.s. Army Recruiting Command | Kittery, ME | Jul 2015 - Jul 2016 | 1 |
| Amichetti And Deluca, & Company, Pc | Norwood, MA | Feb 2015 - Apr 2015 | < 1 |
| Zeiders Enterprises | Wellesley, MA | Nov 2014 - Jan 2015 | < 1 |
- MA
- NH
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Total Assets Under Management424MILLIONS
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Total Number of Accounts929ACCOUNTS
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Average Account Value$456,288
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, LA, MA, ME, NC, NH, PA, RI, TX, VT
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