Jonathan G. Wilson

MILESTONE INVESTMENT ADVISORS

Middleton, WI 53562

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CRD#: 6877847

Professional summary

Jonathan Gregory Wilson, who also goes by Jon Gregory Wilson, Jon Wilson, is a registered financial advisor currently at MILESTONE INVESTMENT ADVISORS, LLC located in Middleton, Wisconsin.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jonathan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Gregory Wilson | Jon Wilson

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.

INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; MIDDLETON, WI; INSURANCE SALES; START - 2/2018; 0 HRS/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Gregory Wilson'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®

None

Experience

Current

February 7, 2024 - Present

MILESTONE INVESTMENT ADVISORS, LLC

Office #1: 6702 Stonefield Road Suite 201, Middleton, WI 53562

RIA

CRD#: 168429

Middleton, WI

Past

January 5, 2022 - January 26, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

MIDDLETON, WI

Past

January 5, 2022 - January 26, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MIDDLETON, WI

Past

October 29, 2018 - November 19, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Madison, WI

Past

October 29, 2018 - November 19, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Madison, WI

Past

January 16, 2018 - March 7, 2018

EDWARD JONES

RIA

CRD#: 250

Lake Mills, WI

Past

December 21, 2017 - March 7, 2018

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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 INVESTMENT ADVISORS, LLC

CRD#: 168429 / SEC#: 801-78337

RIA

Registered Investment Advisory firm - (7/11/2013 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

Wisconsin
(2/7/2024)

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: 1/13/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/7/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/2017

General Securities Representative Examination

Current Firm

MILESTONE INVESTMENT ADVISORS, LLC

CRD#: 168429 / SEC#: 801-78337

RIA

Registered Investment Advisory firm - (7/11/2013 Approved)

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Contact information

Main Address

6702 Stonefield Road Suite 201, Middleton, WI 53562

Mailing Address

Phone number

(608) 826-5730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/4/2025)

Regulatory assets under management

Total Number of Accounts	1,247
AUM (Assets Under Management)	$ 824,244,648

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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Advisor Monitoring

Firm Stability Insights

Jonathan G. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Gregory Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MILESTONE INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/13/2018

SIE

Date: 3/7/2018

Series 7

Date: 12/21/2017

Current Firm

MILESTONE INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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