Unclaimed Profile

Steven Michael Milligan

JB WEALTH ADVISORS LLC·NORFOLK, Virginia

SIE, Series 7, Series 63CFPClean record17 years registeredJB WEALTH ADVISORS LLC

223 EAST CITY HALL AVE, NORFOLK, VA 23510CRD# 5606511Firm CRD# 328441

Profile Verification

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

Identity

Steven Michael Milligan · NORFOLK, VA

Registration

CRD #5606511 · JB WEALTH ADVISORS LLC · 17 years registered

Brand Profile

Not yet started

Career History

ADVISORY ALPHA, LLC

Aug 2025 – present

JB WEALTH ADVISORS LLC

Oct 2023 – Aug 2025

NASHVILLE, TN

SIMPLICITY WEALTH

Sep 2023 – Mar 2024

Norfolk, VA

LPL FINANCIAL LLC

Apr 2022 – Jul 2023

SPRING LAKE, NJ

CREATIVEONE SECURITIES, LLC

Sep 2021 – May 2022

NORFOLK, VA

INFINEX INVESTMENTS, INC.

Aug 2018 – Oct 2021

Virginia Beach, VA

RETIREMENT WEALTH ADVISORS, INC.

Dec 2016 – Oct 2018

Norfolk, VA

ON INVESTMENT MANAGEMENT CO

Jan 2012 – Nov 2016

NORFOLK, VA

METLIFE SECURITIES INC.

Dec 2008 – Jan 2012

CHESAPEAKE, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · December 9, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JB WEALTH ADVISORS LLC

CRD 328441 · SEC 801-128956

AUM

$11M

Regulatory assets under management

Employees

67 client accounts

Services offered by JB WEALTH ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at JB WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Steven Michael Milligan offer?

Steven Michael Milligan specializes in Investment Management. Contact their office in NORFOLK, Virginia for a consultation.

What are Steven Michael Milligan's credentials?

Steven Michael Milligan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Michael Milligan located?

Steven Michael Milligan is based in NORFOLK, Virginia, working with JB WEALTH ADVISORS LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.

How does Steven Michael Milligan charge for services?

Steven Michael Milligan'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 JB WEALTH ADVISORS LLC?

JB WEALTH ADVISORS LLC has approximately 7 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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