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Inactive

Jonathan Eric Millican

Savant Wealth Management

Birmingham, AL

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-12-04
  • AL RA
    APPROVED
    Since 2023-12-04

Branch Locations

101 25Th Street North Suite 100, Birmingham, AL 35203 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Kinsight (Formerly Charles D. Haines, Llc) Birmingham AL 06/2002 12/2016
Bridgeworth, Llc Birmingham AL 01/2017 11/2023
Savant Wealth Management Rockford IL 12/2023 06/2025
Savant Wealth Management Birmingham AL 07/2025 Present
  • 06/2002 → 12/2016
    Kinsight (Formerly Charles D. Haines, Llc)
    Birmingham, AL
  • 01/2017 → 11/2023
    Bridgeworth, Llc
    Birmingham, AL
  • 12/2023 → 06/2025
    Savant Wealth Management
    Rockford, IL
  • 07/2025 → Present
    Savant Wealth Management
    Birmingham, AL
Previous Registrations
  • 2017-01-14 → 2024-03-19
    Bridgeworth Wealth Management
    Birmingham, AL
    Birmingham, AL
  • 2005-09-19 → 2017-01-09
    Kinsight, Llc
    Birmingham, AL
Designations

View on SEC IAPD

Other Firms

THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
PMD ADVISORY
CETERA INVESTMENT ADVISERS LLC
NFSG CORPORATION
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
USA FINANCIAL SECURITIES LLC

Other Investors

THOMAS MICHAEL NOON
Susan Hunter Koski
Luke Banks
David Mathews
MARILYN ANN EDDINGS
JAMES IRA MCCORMICK
MELANIE SHIRLEY DICKINSON
BRENNA ROSE PRITCHETT

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

More in Birmingham, AL

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