Jon Mills, financial advisor Pagosa Springs CO

Jon Mills

CRD Number: 5718404
Current Firm: Edward Jones

Jon Mills (CRD# 5718404) is an Investment Advisor Representative working at Edward Jones in Pagosa Springs, CO and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Saint Louis, MO Feb 2020 - Current 2
Ameriprise Financial Services Inc. Minneapolis, MN May 2019 - Dec 2019 < 1
Equity Advisor Solutions Denver, CO Oct 2018 - Apr 2019 < 1
Wells Fargo Securities LLC Denver, CO Oct 2017 - Sep 2018 < 1
Charles Schwab & Co Inc. Lone Tree, CO Sep 2009 - Aug 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2010
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Jon Mills
Phone Number: 314-515-2000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

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