Jeffrey B. Widdup

MILINOVICH & CO.

WAYNESBURG, PA 15370

CRD#: 2925573

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Professional summary

Jeffrey Bryan Widdup is a registered financial advisor currently at MILINOVICH & CO., INC located in Waynesburg, Pennsylvania.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 5 firms and has passed the Series 66, Series 7, Series 51 and Series 24 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Bryan Widdup'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®

None

Experience

Current

July 30, 2010 - Present

MILINOVICH & CO., INC

Office #1: 25 E High Street, Waynesburg, PA 15370

RIA

CRD#: 122894

WAYNESBURG, PA

Past

January 2, 2009 - July 23, 2010

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

WAYNESBURG, PA

Past

December 18, 2002 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

WAYNESBURG, PA

Past

October 29, 2002 - July 23, 2010

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WAYNESBURG, PA

Past

December 11, 2000 - October 30, 2002

HOWARD WEIL INCORPORATED

CRD#: 30958

NEW ORLEANS, LA

Past

September 18, 1997 - December 11, 2000

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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

Pennsylvania
(7/30/2010)

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

State Security Law Exam

IAR

Series 66

Date: 10/3/1997

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/17/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 5/17/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/26/2002

General Securities Principal Examination

Current Firm

MILINOVICH & CO., INC

CRD#: 122894 / SEC#:

Florida

Registered Investment Advisory firm - (5/29/2018 Approved)

North Carolina

Registered Investment Advisory firm - (3/3/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/27/1998 Approved)

West Virginia

Registered Investment Advisory firm - (7/29/1999 Approved)

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Contact information

Main Address

101 N. Woodland Ave, Waynesburg, PA 15370

Mailing Address

Phone number

(724) 852-1500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	418
AUM (Assets Under Management)	$ 106,169,397

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.

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Jeffrey B. Widdup

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Bryan Widdup's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILINOVICH & CO., INC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

HOWARD WEIL INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/1997

Series 7

Date: 9/17/1997

Series 51

Date: 5/17/2003

Series 24

Date: 9/26/2002

Current Firm

MILINOVICH & CO., INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MILINOVICH & CO., INC

TRUST BUT VERIFY

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