Jon MillsCRD 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.
Lpl Financial LLC
Lpl Financial LLC
Sohum Financial Planning, LLC
|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|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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
- Pension consulting services
- 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, WY
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