Jonathan Wilson has been an investment adviser representative at Milestone Investment Advisors since February 2024, and is not listed among the firm’s executive officers or direct owners.
Milestone Investment Advisors, LLC is a Middleton, WI firm with $878M under management, 414 clients and 7 advisers in one office, as of its May 2026 filing.
Jonathan Wilson’s longest registration was 3 years at Ameriprise Financial Services, LLC (2018–2021). Before joining Milestone Investment Advisors in 2024, Jonathan Wilson was registered through Northwestern Mutual Investment Services,llc and Ameriprise Financial Services, LLC.
- – present · 2 yearsMiddleton, WI · Adviser representative · Firm CRD 168429
- Northwestern Mutual Investment Services,llc– · 2 yearsMiddleton, WI · Adviser representative · Firm CRD 2881
- Ameriprise Financial Services, LLC– · 3 yearsMadison, WI · Adviser representative · Firm CRD 6363
- Edward Jones– · under a yearLake Mills, WI · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Jonathan Wilson is registered as an investment adviser representative in Wisconsin, since February 2024.
- WisconsinSince 7 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 January 2018 |
| Series 7 | General Securities Representative Examination | 21 December 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Gregory Wilson
- CRD
- 6877847
- Firm
- Milestone Investment Advisors · CRD 168429
- Office
- 6702 STONEFIELD ROAD, SUITE 201, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Wilson work?
Jonathan Wilson is an investment adviser representative registered through Milestone Investment Advisors, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Wilson a financial advisor?
Yes. Jonathan Wilson has a current investment-adviser registration in Wisconsin, through Milestone Investment Advisors since February 2024.
How many years of experience does Jonathan Wilson have?
Jonathan Wilson has 8 years in the financial industry, since October 2018, across 4 adviser firms.
What exams has Jonathan Wilson passed?
Jonathan Wilson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2017. FINRA credited Jonathan Wilson with the SIE, which began in October 2018.
Where did Jonathan Wilson work before Milestone Investment Advisors?
Before Milestone Investment Advisors, Jonathan Wilson was registered through Northwestern Mutual Investment Services,llc, January 2022 to January 2024; Ameriprise Financial Services, LLC, October 2018 to November 2021; Edward Jones, January 2018 to March 2018.
Where is Jonathan Wilson based?
Jonathan Wilson’s registered office is in Middleton, WI.
Is Jonathan Wilson registered with FINRA?
No. Jonathan Wilson has no current broker registration.
How can I verify Jonathan Wilson’s record?
Search CRD 6877847 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Wilson’s full registration record.