Unclaimed Profile

Jonathan Eric Millican

BRIDGEWORTH, LLC·BIRMINGHAM, Alabama

Clean record20 years registeredBRIDGEWORTH, LLC

101 25TH STREET NORTH, BIRMINGHAM, AL 35203CRD# 5035703Firm CRD# 164100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Eric Millican · BIRMINGHAM, AL

Registration

CRD #5035703 · BRIDGEWORTH, LLC · 20 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Dec 2023 – present

BRIDGEWORTH WEALTH MANAGEMENT

Jan 2017 – Mar 2024

BIRMINGHAM, AL

KINSIGHT, LLC

Sep 2005 – Jan 2017

BIRMINGHAM, AL

Registrations & Exams

Registration record

First registered · September 19, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGEWORTH, LLC

CRD 164100 · SEC 801-76956

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BRIDGEWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIDGEWORTH, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Eric Millican offer?

Jonathan Eric Millican specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Jonathan Eric Millican's credentials?

Jonathan Eric Millican is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Eric Millican located?

Jonathan Eric Millican is based in BIRMINGHAM, Alabama, working with BRIDGEWORTH, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Jonathan Eric Millican charge for services?

Jonathan Eric Millican's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGEWORTH, LLC?

BRIDGEWORTH, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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