Jonathan Gregory Wilson

Employer firm

Milestone Investment Advisors, LLC CRD 168429

$878M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2021 → 01/2024
  Steven Penn
  Middleton, WI
• 05/2018 → 11/2021
  Ameriprise Financial
  Madison, WI
• 11/2017 → 05/2018
  Edward Jones
  Madison, WI
• 08/2014 → 10/2017
  Enterprise Holdings
  Waukesha, WI
• 01/2022 → 01/2024
  Northwestern Mutual Investment Services Llc
  Middleton, WI
• 01/2018 → 03/2018
  Edward Jones
  Madison, WI
• 12/2017 → 03/2018
  Edward Jones
  Madison, WI
• 10/2018 → 11/2021
  Ameriprise Financial Services, Llc
  Madison, WI
• 02/2024 → Present
  Milestone Investment Advisors, Llc
  Middleton, WI

Previous Registrations

• 2022-01-05 → 2024-01-26
  Northwestern Mutual Investment Services, Llc
  Middleton, WI
• 2018-10-29 → 2021-11-19
  Ameriprise Financial Services, Llc
  Madison, WI
• 2018-01-16 → 2018-03-07
  Edward Jones
  Lake Mills, WI
  St Louis, MO

Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; MIDDLETON, WI; INSURANCE SALES; START - 2/2018; 0 HRS/MO

Exams

• S66 Uniform Combined State Law Examination
  2018-01-13

Designations

• Certified Financial Planner

Other Names

• Jon Gregory Wilson
• Jon Wilson