James Julian Millington

Employer firm

Landmark Wealth Management, LLC CRD 158693

$442M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 03/2021
  Fidelity
  Huntington, NY
• 03/2021 → Present
  Landmark Wealth Management, Llc
  Melville, NY

Previous Registrations

• 2018-08-30 → 2021-03-12
  Fidelity Personal And Workplace Advisors
  Lake Grove, NY
• 2008-01-31 → 2010-10-18
  Chase Investment Services Corp.
  Amityville, NY
  Copiague, NY
  W. Babylon, NY
  Lindenhurst, NY
  Deer Park, NY
  West Babylon, NY
  W. Babylon, NY
  Bay Shore, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-06
• S63 Uniform Securities Agent State Law Examination
  1998-12-21

Designations

• Certified Financial Planner