Richard Jason Milton
Investment adviser representative at 103 Advisory Group
22 yearsExperience
2 statesRegistered in
CFADesignation
$257.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- 103 Advisory GroupJun 2021 to now
- 103 Advsory GroupJun 2021 to now
- Mainstreet AdvisorsJun 2004 to Jul 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
103 Advisory Group
Legal name: 103 Advisory Group LLC
$257.2MAssets managed
89Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2632784
- Firm CRD
- 314694