Monica MillesonCRD Number: 5983409
Current Firm: Edward Jones
Monica Milleson (CRD# 5983409) is an Investment Advisor Representative working at Edward Jones in York, NE and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Northwestern Mutual Investment Services,llc
Raymond James Financial Services Advisors, Inc.
|Edward Jones||St. Louis, MO||Feb 2013 - Current||3|
|Edward Jones||York, NE||Sep 2011 - Feb 2013||1|
|Assisted Living Concepts||York, NE||Jun 2011 - Jul 2011||< 1|
|Midwest Covenant Home||Stromsburg, NE||Mar 2011 - Jun 2011||< 1|
|Caretaker||York, NE||Jul 2008 - Mar 2011||2|
|Qualia Clinical Services||Omaha, NE||Aug 2007 - Jun 2008||< 1|
|University Of Nebraska Medical Center||Omaha, NE||Nov 2001 - Aug 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
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
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