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Jonathan Christian Harrington

MILESTONE FINANCIAL PLANNING, LLC·BEDFORD, New Hampshire
Clean record9 years registeredMILESTONE FINANCIAL PLANNING, LLC
3 EXECUTIVE PARK DRIVE, BEDFORD, NH 03110CRD# 6700055Firm CRD# 283439

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Christian Harrington · BEDFORD, NH
Registration
CRD #6700055 · MILESTONE FINANCIAL PLANNING, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

MILESTONE FINANCIAL PLANNING, LLC
Aug 2016 – present
02

Registrations & Exams

Registration record
First registered · August 29, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MILESTONE FINANCIAL PLANNING, LLC
CRD 283439 · SEC 801-107645
AUM
$424M
Regulatory assets under management
Employees
16
929 client accounts
Services offered by MILESTONE FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MILESTONE FINANCIAL PLANNING, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jonathan Christian Harrington offer?
Jonathan Christian Harrington specializes in Financial Planning, Investment Management. Contact their office in BEDFORD, New Hampshire for a consultation.
What are Jonathan Christian Harrington's credentials?
Jonathan Christian Harrington is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Christian Harrington located?
Jonathan Christian Harrington is based in BEDFORD, New Hampshire, working with MILESTONE FINANCIAL PLANNING, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Jonathan Christian Harrington charge for services?
Jonathan Christian Harrington's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILESTONE FINANCIAL PLANNING, LLC?
MILESTONE FINANCIAL PLANNING, LLC has approximately 16 employees and manages $424M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MILESTONE FINANCIAL PLANNING, LLC

Kathryn Karen Lund-Wilde
BEDFORD, NH
Jean Fullerton
BEDFORD, NH
Jennifer Lise Climo
BEDFORD, NH

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