Jonathan C. Harrington
MILESTONE FINANCIAL PLANNING
Stratham, NH 03885
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CRD#: 6700055
Professional summary
Jonathan Christian Harrington, CFP®, who also goes by Jon Harrington, is a registered financial advisor currently at MILESTONE FINANCIAL PLANNING, LLC located in Stratham, New Hampshire.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jonathan has worked at 1 firm .
Biography
Jon also has significant Human Resources experience from his role in the United States Army. In 2016 he earned the Senior Professional in Human Resources (SPHR) Designation.
Jon has signficant experience working on finanical matters for members of the United States Armed Forces and the Federal Government.
Question & Answer
What are your service offerings?
Insurance Planning
Tax Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
College/Education Planning
Federal Employees
LGBT Couples and Families
Retirement Planning & Distribu...
Special Needs Planning
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jon Harrington
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 TAX PREPARER; 0-5 TAX RETURNS A YEAR
2) U.S. ARMY RESERVE, CIVIL AFFAIRS OFFICER, NEWPORT, RI SINCE 08/2016, NOT INVESTMENT RELATED, 16 HRS/MO NOT DURING TRADING. 10 FULL DAYS (80 HRS) PER YEAR DURING TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Christian Harrington'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®
Start date: 2007
Experience
Current
August 29, 2016 - Present
MILESTONE FINANCIAL PLANNING, LLC
Office #1: 7 Emery Lane, Stratham, NH 03885RIA
CRD#: 283439
Stratham, 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
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
Massachusetts(7/18/2023)
IAR
New Hampshire(8/29/2016)
Exams
Current Firm
MILESTONE FINANCIAL PLANNING, LLC
MILESTONE FINANCIAL PLANNING, LLC
CRD#: 283439 / SEC#: 801-107645
RIA
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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
20
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,035 |
| AUM (Assets Under Management) | $ 486,717,369 |
Red Flags
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Company Information
MILESTONE FINANCIAL PLANNING, LLC
CRD#: 283439Stratham, NH 03885TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
