Please complete the CAPTCHA to continue
@kingsviewam.com
✓
12 phones found area 516, 314, and 361
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Jonathan Millman is listed as We help our clients make smart decisions regarding financial planning & investing. I REALLY like golf too, let's play! at Kingsview Partners, a company with 70 employees, based in United States, United States, United States. AeroLeads shows a work email signal at kingsviewam.com, phone signal with area code 516, 314, 361, and a matched LinkedIn profile for Jonathan Millman.
Jonathan Millman previously worked as Partner | Wealth Manager at Kingsview Partners and First Vice President - Investments | PIM Portfolio Manager at Wells Fargo Advisors. Jonathan Millman holds Bachelor Of Arts (Ba), Business, English from State University Of New York At Albany.
This section adds company-level context without repeating Jonathan Millman's masked contact details.
AeroLeads found 1 current-domain work email signal for Jonathan Millman. Compare company email patterns before reaching out.
THE MARKETS, ECONOMY, TAXES & GEOPOLITICAL EVENTS COULD DRAMATICALLY AFFECT YOUR PLANS & INVESTMENTSYou worked hard your whole life, you should get to enjoy your retirement, not spend time worrying about tomorrow.We know how confusing retirement planning and investments designed for retirement can be. You don’t want to be pressured into investments that you don’t understand, don’t want or don’t need. We are Fiduciaries and legally bound to act in our client's best interests, at all times. Invest with an AIF® - Accredited Investment Fiduciary Call - 516.513.8063Email - jmillman@kingsview.comURL - www.KingsviewWoodbury.com
Listed skills include Investment Strategies, Multi Generational Wealth Transfer, Technical Analysis, Retirement Planning, and 22 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Melville, NY
I construct Financial Plans that help guide my clients through retirement and then manage their investments to maximize returns and minimize risk as much as possible. I am a fee-based AIF®- Accredited Investment Fiduciary which means I am legally obligated to act in my client's best interests, at all times. Call or email to set up a complimentary.
Garden City, NY
We spent 7 years in the Garden City branch helping clients by creating personalized Financial Plans and then managing their investments. We also helped numerous local companies with their 401(k) plans ranging in size from 2 employees - 500+.
Garden City, NY
We worked out of both the Jericho and Garden City branches and worked with clients to manage their portfolios of stocks and bonds. While at Merill Lynch, I obtained my Discretionary Portfolio Manager credentials (PIA) by passing a stringent course and series of exams.
Garden City, NY
I started my career as a support staff/researcher for one of the top Financial Advisors in the company who was training me to become a part of his team. In 2002 or so I went out on my own to help my own clientele and worked with these clients managing stocks and bonds in both fee-based and commission-based accounts.
Other employees you can reach at kingsviewam.com. View company contacts for 70 employees →
Eric Caswell
Colleague at Kingsview Partners
Lubbock, Texas, United States, United States
View →
ZC
Zachary Crist
Colleague at Kingsview Partners
Portland, Oregon, United States, United States
View →
SA
Shannon Avery, Aams®
Colleague at Kingsview Partners
Greensboro, North Carolina, United States, United States
View →
DS
Denise Severy
Colleague at Kingsview Partners
Dacula, Georgia, United States, United States
View →
LU
Lisa Urbon
Colleague at Kingsview Partners
Myrtle Beach, South Carolina, United States, United States
View →
AG
Andrew Gosney
Colleague at Kingsview Partners
Chicago, Illinois, United States, United States
View →
PH
Peter Hiltz, Aams®
Colleague at Kingsview Partners
Cincinnati Metropolitan Area, United States
View →
NV
Nadia Vera
Colleague at Kingsview Partners
Chicago, Illinois, United States, United States
View →
AP
Austin Pica
Colleague at Kingsview Partners
Fairfield, Connecticut, United States, United States
View →
MA
Mario A. Veneroso, Aif®, Crpc®, J.D.
Colleague at Kingsview Partners
Woodbury, New York, United States, United States
View →
Quick answers generated from the profile data available on this page.
Jonathan Millman works for Kingsview Partners.
Jonathan Millman is listed as We help our clients make smart decisions regarding financial planning & investing. I REALLY like golf too, let's play! at Kingsview Partners.
AeroLeads has found 1 work email signal at @kingsviewam.com for Jonathan Millman at Kingsview Partners.
AeroLeads has found 12 phone signal(s) with area code 516, 314, 361 for Jonathan Millman at Kingsview Partners.
Jonathan Millman is based in United States, United States, United States while working with Kingsview Partners.
Jonathan Millman has worked for Kingsview Partners, Wells Fargo Advisors, Merrill Lynch, and Morgan Stanley Investment Management.
Jonathan Millman's colleagues at Kingsview Partners include Eric Caswell, Zachary Crist, Shannon Avery, Aams®, Denise Severy, and Lisa Urbon.
You can use AeroLeads to view verified contact signals for Jonathan Millman at Kingsview Partners, including work email, phone, and LinkedIn data when available.
Jonathan Millman holds Bachelor Of Arts (Ba), Business, English from State University Of New York At Albany.
Jonathan Millman is listed with skills including Investment Strategies, Multi Generational Wealth Transfer, Technical Analysis, Retirement Planning, Equities, Asset Allocation, Investments, and Financial Advisory.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Jonathan Millman you were looking for.
