Jkmilne Asset Management

Jkmilne Asset Management (CRD# 132313) is a financial advisory firm headquartered in Fort Myers, FL. They manage $1,384,609,253 in 19 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,385
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $72,874,171
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, PA

Financial Advisors at Jkmilne Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Brian D. Borneman
CRD#: 5242036
1520 Royal Palm Square Blvd., Suite 360, Fort Myers, FL 33919
93
Wealthminder
score

Brian Borneman (CRD# 5242036) is an Investment Advisor Representative working at Jkmilne Asset Management in Fort Myers, FL and has over 9 years of experience in the finance industry.

2
Carolyn M. Lustfield
CRD#: 4886655
1520 Royal Palm Square Blvd, Suite 210, Fort Myers, FL 33919
87
Wealthminder
score

Carolyn Lustfield (CRD# 4886655) is an Investment Advisor Representative working at Jkmilne Asset Management in Fort Myers, FL and has 1 year of experience in the finance industry.

3
John K. Milne
CRD#: 4346064
100 W. Station Sq. Dr #225, Pittsburgh, PA 15219
87
Wealthminder
score

John Milne (CRD# 4346064) is an Investment Advisor Representative working at Jkmilne Asset Management in Pittsburgh, PA and has 1 year of experience in the finance industry.

4
Deborah S. Wingerson
CRD#: 5426020
1520 Royal Palm Square Boulevard, Suite 360, Fort Myers, FL 33919
87
Wealthminder
score

Deborah Wingerson (CRD# 5426020) is an Investment Advisor Representative working at Jkmilne Asset Management in Fort Myers, FL and has 1 year of experience in the finance industry.

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