James Julian Millington
Investment adviser representative at Landmark Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$442MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Landmark Wealth Management, LLCMar 2021 to now
- FidelityOct 2010 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Landmark Wealth Management, LLC
$442MAssets managed
296Clients
6Advisers
11 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
- 3118122
- Firm CRD
- 158693