Jonathan MillayCRD Number: 5927002
Current Firm: Edward Jones
Jonathan Millay (CRD# 5927002) is an Investment Advisor Representative working at Edward Jones in Lexington, KY and has over 6 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Edward Jones||St Louis, MO||Jun 2011 - Current||6|
|T Mobile||Lexington, KY||Oct 2004 - Jun 2011||6|
|Grapevine Bar And Grill||Lexington, KY||May 2009 - Jun 2010||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV