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Jonathan Gonzalez-Millan

Strategic Advisers LLC

Greenwood Village, CO

Brighton, CO

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Brighton, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Empower Retirment Greenwood Village CO 11/2020 03/2021
Amazon Denver CO 06/2020 03/2021
Chase Bank Denver CO 04/2017 06/2020
Wells Fargo Bank Denver CO 09/2015 01/2017
Metropolitan State Univerity Denver CO 08/2015 05/2020
Millan Llc Denver CO 07/2017 03/2021
Fidelity Investments Greenwood Villlage CO 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2020 → 03/2021
    Empower Retirment
    Greenwood Village, CO
  • 06/2020 → 03/2021
    Amazon
    Denver, CO
  • 04/2017 → 06/2020
    Chase Bank
    Denver, CO
  • 09/2015 → 01/2017
    Wells Fargo Bank
    Denver, CO
  • 08/2015 → 05/2020
    Metropolitan State Univerity
    Denver, CO
  • 07/2017 → 03/2021
    Millan Llc
    Denver, CO
  • 03/2021 → Present
    Fidelity Investments
    Greenwood Villlage, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-18670|OrgNmn:Millan Llc|Org Addr:Brighton,Colorado,US|OBA Nature:Tow truck business and Used Au|Invst Rel:N|Title:Owner|Duties:Book keeping and managing|StrtDt:06-30-15|TotHrs/mon:36|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-24
S63 Uniform Securities Agent State Law Examination 2021-09-20
  • S66 Uniform Combined State Law Examination
    2022-05-24
  • S63 Uniform Securities Agent State Law Examination
    2021-09-20
Other Names
  • Jonathan Gonzalez Millan

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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