J Milliorn (CRD# 4630453) is an Investment Advisor Representative working at Edward Jones in Brenham, TX and has over 15 years of experience in the finance industry.
As a financial advisor at Edward Jones, I focus on wealth strategies and portfolio reviews for individual investors and small business owners in the Brenham area. Partnering and working in tandem with other professionals including CPAs, estate planning attorneys, and life insurance specialists, I can help determine the most appropriate financial strategy for you, your family, and your business. I can also help with your retirement savings strategy so that you will have more options when you retire.
In 2003, I joined Edward Jones, after graduating from Texas A&M University. I became a limited partner with Edward Jones in 2008. I use an established process to gain a detailed understanding of my client's values and goals. I then employ specific financial strategies designed to address each client's unique needs and goals, and partner with them throughout their lives to keep them on track.
Successful individuals and families work with me to:
• Develop and implement a comprehensive wealth strategy to help them reach their financial dreams.
• Make smarter decisions in today's uncertain political, economic, and social environment.
• Obtain an independent second opinion from a financial advisor in their community.
I am a widely recognized leader in the local Brenham community, having served 6 years on the Washington County Chamber of Commerce Board of Directors, including a year as chairman of the board. I served for 15 years in the Blue Blazers Club, including 4 of those years as president. I am currently a Rotary member and past President of the Rotary Club of Washington County, and I am a board member and volunteer at Camp for All.
I hold my CFP®, CLU®, ChFC®, and AAMS® designations, as well as my Series 7, Series 63, and Series 66 securities registrations.
CRD# 3247586
Thrivent Investment Management Inc.
CRD# 5678549
M.c. Byrd Wealth Management, LLC
CRD# 1662905
M.c. Byrd Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Jan 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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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
Doing Business with Us
https://www.edwardjones.com/client-resources/business-with-us/index.html
Making Good Choices
https://www.edwardjones.com/investments-services/good-choices.html
Disclosures
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