AdvisorOS Directory
Claim Profile
JM

Jonathan Eric Millican

BRIDGEWORTH, LLC·BIRMINGHAM, Alabama
Unclaimed Profile
101 25TH STREET NORTH, BIRMINGHAM, AL 35203CRD# 5035703Firm CRD# 164100
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRIDGEWORTH, LLC
BRIDGEWORTH WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at BRIDGEWORTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD-PARTY MANAGER FEES
Regulatory
SEC/IARD CRD# 5035703
Firm CRD# 164100
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BIRMINGHAM
Justin Thomas Russell — WAVERLY ADVISORS, LLCBrian B Sullivan — REGIONS INVESTMENT MANAGEMENT, INC.Rhett Christian Bennett — RESEED FUND MANAGER, LLCEric Jason Ralph — HIGHLAND ASSOCIATES INCJames Samuel Fitch — BRIDGEWORTH, LLC
Nearby cities in Alabama
MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile