Jean Fullerton

MILESTONE FINANCIAL PLANNING

Bedford, NH 03110

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CRD#: 4754321

Professional summary

Jean Fullerton, CFP® is a registered financial advisor currently at MILESTONE FINANCIAL PLANNING, LLC located in Bedford, New Hampshire.

Jean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jean has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Investment Planning

Social Security Planning

Retirement Income Management

Estate Planning

Comprehensive Financial Planni...

Socially Responsible Investing

Retirement Planning

Tax Planning

Do you have an area of expertise or specialization?

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Socially Responsible Investmen...

Tax Planning

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 Jean Fullerton's CRS (Customer Relationship Summary).

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: 2005

Experience

Current

April 22, 2016 - Present

MILESTONE FINANCIAL PLANNING, LLC

Office #1: 3 Executive Park Drive Suite 200, Bedford, NH 03110

RIA

CRD#: 283439

Bedford, NH

Past

January 6, 2009 - August 11, 2016

MILESTONE FINANCIAL PLANNING, LLC

RIA

CRD#: 117595

BEDFORD, NH

Past

March 4, 2004 - October 15, 2010

LODESTONE FINANCIAL PLANNING

RIA

CRD#: 129961

BEDFORD, NH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILESTONE FINANCIAL PLANNING, LLC

CRD#: 283439 / SEC#: 801-107645

RIA

Registered Investment Advisory firm - (4/22/2016 Approved)

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

New Hampshire
(4/22/2016)

IAR

Texas
(4/22/2016)

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 65

Date: 7/16/2003

Uniform Investment Adviser Law Examination

Current Firm

MILESTONE FINANCIAL PLANNING, LLC

CRD#: 283439 / SEC#: 801-107645

RIA

Registered Investment Advisory firm - (4/22/2016 Approved)

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Contact information

Main Address

3 Executive Park Drive Suite 200, Bedford, NH 03110

Mailing Address

3 Executive Park Drive Suite 200, Bedford, NH 03110

Phone number

(603) 589-8010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILESTONE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/14/2025)

Regulatory assets under management

Total Number of Accounts	1,035
AUM (Assets Under Management)	$ 486,717,369

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.

Contact information

(xxx) xxx-xxxx

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Jean Fullerton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean Fullerton's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILESTONE FINANCIAL PLANNING, LLC

MILESTONE FINANCIAL PLANNING, LLC

LODESTONE FINANCIAL PLANNING

Primary Firm SEC Registration

MILESTONE FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/16/2003

Current Firm

MILESTONE FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONE FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Contact information

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