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JA

John W. Antrobus

MILESTONE ADVISORY GROUP
Washington, IL
Some features on this profile are disabled
CRD#: 2736425
JA

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

July 2, 2020 - Present

MILESTONE ADVISORY GROUP, LLC

RIA
CRD#: 308758
Washington, IL
Past

November 17, 2010 - July 2, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
WASHINGTON, IL
Past

November 17, 2010 - July 2, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
WASHINGTON, IL
Past

February 10, 2009 - November 5, 2010

BREWER INVESTMENT ADVISORS LLC

RIA
CRD#: 134631
CHICAGO, IL
Past

February 5, 2009 - November 5, 2010

BREWER FINANCIAL SERVICES, LLC

BD
CRD#: 132558
PEORIA, IL
Past

November 22, 2005 - February 12, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
PEORIA, IL
Past

November 22, 2005 - February 12, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
PEORIA, IL
Past

March 23, 2000 - November 30, 2005

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
PEORIA, IL
Past

November 6, 1998 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

November 6, 1998 - November 30, 2005

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

July 9, 1996 - April 11, 1997

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

May 10, 1996 - June 7, 1996

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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.

Highlighted states indicate IAR registrations

IAR
Illinois
(7/2/2020)
IAR
Texas
(12/13/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/16/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/9/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/19/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/19/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/27/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/9/1996
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/19/2024
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 51
Date: 3/19/2024
Municipal Fund Securities Principal Examination

Current Firm

MA
MILESTONE ADVISORY GROUP, LLC
MILESTONE ADVISORY GROUP, LLC

CRD#: 308758 / SEC#:

Illinois
Registered Investment Advisory firm - (7/2/2020 Approved)
Texas
Registered Investment Advisory firm - (12/9/2021 Conditional Restricted)
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Contact information

Main Address
Washington, IL
Mailing Address
Phone number
(309) 213-2665
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts267
AUM (Assets Under Management)$ 18,300,000

Red Flags

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.

Company Information

MILESTONE ADVISORY GROUP, LLC

CRD#: 308758Washington, IL

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