Jonathan Christian Harrington
Investment adviser representative at Milestone Financial Planning, LLC
10 yearsExperience
3 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
10 years in the industry.
- U.S. Army ReserveAug 2025 to now
- Milestone Financial Planning, LLCAug 2016 to now
- U.S. Army ReserveAug 2016 to Jul 2025
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, NH).
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
- 6700055
- Firm CRD
- 283439