Unclaimed Profile

Jonathan Eric Millican

BRIDGEWORTH, LLC·BIRMINGHAM, Alabama

Clean recordBRIDGEWORTH, 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Eric Millican is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with BRIDGEWORTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BRIDGEWORTH, LLC

BRIDGEWORTH WEALTH MANAGEMENT

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: THIRD-PARTY MANAGER FEES

Regulatory

SEC/IARD CRD# 5035703

Firm CRD# 164100

View on FINRA BrokerCheck →

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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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