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Detailed Report
JONATHAN ERIC MILLICAN
CRD#: 5035703
IA
Investment Adviser
SAVANT WEALTH MANAGEMENTCRD#: 107271 101 25th Street North
Suite 100
Birmingham, AL 35203
Registration History
20062008201020122014201620182020202220242026IASAVANT WEALTH MANAGEMENT (CRD# 107271)2023 - Present (1 year)IABRIDGEWORTH WEALTH MANAGEMENT (CRD# 164100)2017 - 2024 (7 years)IAKINSIGHT, LLC (CRD# 116047)2005 - 2017 (11 years)
License(s)

State Registrations

IA
Alabama 12/4/2023
Current Registration(s)
IA
SAVANT WEALTH MANAGEMENT (CRD#:107271)
101 25th Street North Suite 100, Birmingham, AL 35203
Registered with this firm since 12/4/2023
Previous Registration(s)
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 01/14/2017 - 03/19/2024 BRIDGEWORTH WEALTH MANAGEMENT (CRD#:164100) BIRMINGHAM, AL
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 09/19/2005 - 01/09/2017 KINSIGHT, LLC (CRD#:116047) BIRMINGHAM, AL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.