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John Wayne Antrobus

CFP®
MILESTONE ADVISORY GROUP
WASHINGTON, IL
·CRD# 2736425·30 years experience

Professional Summary

John Wayne Antrobus, CFP® is a registered financial advisor currently at MILESTONE ADVISORY GROUP, LLC located in Washington, Illinois. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. John has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6, Series 24 and Series 51 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2015

Years of Experience

30 years in the financial services industry

Current & Past Employments

MILESTONE ADVISORY GROUP, LLC·CRD# 308758
RIA
Washington, IL
July 2, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Washington, IL
November 17, 2010 - July 2, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Washington, IL
November 17, 2010 - July 2, 2020
BREWER INVESTMENT ADVISORS LLC·CRD# 134631
RIA
Chicago, IL
February 10, 2009 - November 5, 2010
BREWER FINANCIAL SERVICES, LLC·CRD# 132558
BD
Peoria, IL
February 5, 2009 - November 5, 2010
LPL FINANCIAL LLC·CRD# 6413
RIA
Peoria, IL
November 22, 2005 - February 12, 2009
LPL FINANCIAL LLC·CRD# 6413
BD
Peoria, IL
November 22, 2005 - February 12, 2009
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Peoria, IL
March 23, 2000 - November 30, 2005
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES·CRD# 4039
BD
New York, NY
November 6, 1998 - January 5, 2000
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
November 6, 1998 - November 30, 2005
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
St. Paul, MN
July 9, 1996 - April 11, 1997
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
May 10, 1996 - June 7, 1996

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Current Firm

MA
MILESTONE ADVISORY GROUP, LLC

MILESTONE ADVISORY GROUP, LLC

CRD#: 308758
Illinois
Registered Investment Advisory firm - Illinois (7/2/2020 Approved)
Texas
Registered Investment Advisory firm - Texas (12/9/2021 Conditional Restricted)

Contact Information

Main Address

Washington, IL

Phone Number

(309) 213-2665

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

263

AUM (Assets Under Management)

$22,526,000

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INDEPENDENT INSURANCE AGENT, 1720 RETRIEVER LN, WASHINGTON, IL, 12/2010 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 6 HR/MO - 4/TRADING. 2)SOLICITOR; INVESTMENT RELATED; WAYZATA, MN; PRECIOUS METAL DEALER; SOLICITOR; START DATE 12/2021; APPROX 5 HRS/MONTH, 5 HRS DURING SECURITIES TRADING

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Illinois
(7/2/2020)
IAR
Texas
(12/13/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1996About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2024About the Series 7TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2024About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1996About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Mar 2024About the Series 24 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Mar 2024About the Series 51 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John Wayne Antrobus's CRS (Customer Relationship Summary).

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