Jennifer Lise Climo
Investment adviser representative at Milestone Financial Planning, LLC
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$590.3MFirm 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
12 years in the industry.
- Jennifer L. Climo Cpa PcDec 2018 to now
- Milestone Financial Planning, LLCFeb 2016 to now
- Jennifer L Davidson Cpa PcJul 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 4 states (MA, ME, NH, TX).
Milestone Financial Planning, LLC
$590.3MAssets managed
257Clients
12Advisers
10 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
- 4632920
- Firm CRD
- 283439