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Inactive

Jared Foote

Milestone Asset Management, LLC

Kokomo, IN

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Current Employers
Milestone Asset Management, Llc

8160 Perry Highway, Pittsburgh, PA 15237 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-04-03
  • IN RA
    APPROVED
    Since 2025-04-03

Branch Locations

1825 Dogwood Dr, Kokomo, IN 46902 • 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
Michigan Department Of Transportation Jackson MI 06/2017 08/2018
New York Life Grand Rapids MI 01/2022 06/2022
Wealthpoint Advisors Indianapolis MI 08/2022 06/2023
Unemployed Jackson MI 01/2011 06/2017
Unemployed Kalamazoo MI 08/2018 01/2022
Milestone Asset Management, Llc Kokomo IN 06/2023 Present
  • 06/2017 → 08/2018
    Michigan Department Of Transportation
    Jackson, MI
  • 01/2022 → 06/2022
    New York Life
    Grand Rapids, MI
  • 08/2022 → 06/2023
    Wealthpoint Advisors
    Indianapolis, MI
  • 01/2011 → 06/2017
    Unemployed
    Jackson, MI
  • 08/2018 → 01/2022
    Unemployed
    Kalamazoo, MI
  • 06/2023 → Present
    Milestone Asset Management, Llc
    Kokomo, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-22
  • S65 Uniform Investment Adviser Law Examination
    2025-03-22

View on SEC IAPD

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