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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Jonathan Gregory Wilson

Advisor at MILESTONE INVESTMENT ADVISORS, LLC

MIDDLETON, WI

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Search this name across graphsid dfx:ria:fe8cd45f-ed03-462d-5597-8fcfcbccc825

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 16, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MILESTONE INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 13, 2018
First registration: Jan 16, 2018
Dual registered: no
Other names: Jon Gregory Wilson|Jon Wilson
IAPD individual key: 6877847

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MILESTONE INVESTMENT ADVISORS, LLC	Independent wealth	Feb 7, 2024	n/a	yes	MIDDLETON, WI	Current employment
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jan 5, 2022	Jan 26, 2024	no	MIDDLETON, WI	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 29, 2018	Nov 19, 2021	no	Madison, WI	Previous registration
EDWARD JONES	National bd RIA	Jan 16, 2018	Mar 7, 2018	no	Lake Mills, WI\|ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	MILESTONE INVESTMENT ADVISORS, LLC	Jan 26, 2024	Feb 7, 2024	12	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Nov 19, 2021	Jan 5, 2022	47	Firm change	Other
EDWARD JONES	AMERIPRISE FINANCIAL SERVICES, LLC	Mar 7, 2018	Oct 29, 2018	236	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ MILESTONE INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Feb 7, 2024 to presentfactForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Jan 5, 2022 to Jan 26, 2024factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 29, 2018 to Nov 19, 2021factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 16, 2018 to Mar 7, 2018factForm ADV

Dated events

Occurred
Jan 26, 2024
Advisor changed firm
Jonathan Gregory Wilson left Northwestern Mutual Investment Services,Llc for Milestone Investment Advisors, Llc (registered 2024-02-07)
Form ADVobserved 4 days ago