Jonathan Ian Millman
Investment adviser representative at Kingsview Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
$9BFirm assets
12 yearsFirm in business
Are you Jonathan Ian Millman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Kingsview Partners LLCNov 2019 to now
- Kingsview Wealth Management, LLCJan 2019 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2019
- Wells Fargo Advisors, LLCMay 2012 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Kingsview Wealth Management, LLC
$9BAssets managed
12,309Clients
115Advisers
12 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
- 2804395
- Firm CRD
- 148107