Jon Mills (CRD# 5718404) is an Investment Advisor Representative working at Edward Jones in Pagosa Springs, CO and has over 14 years of experience in the finance industry.
CRD# 6250818
Lpl Financial LLC
CRD# 4077007
Sohum Financial Planning, LLC
CRD# 6247917
Blackbird Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Saint Louis, MO | Feb 2020 - Current | 4 |
| 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 |
- CO
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- 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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