Jon Milliken, LUTCF, Financial Representative at JM Wealth Advisor, works with small business owners and families to help them reach long-term financial security. In 2017, to respond to the needs of his growing client base, Jon launched JM Wealth Advisor. Based in New Orleans, he works closely with clients throughout the region. Jon and JM Wealth Advisor is an affiliate of Wealth Solutions, LLC.
Jon recognizes that each client is unique in their current financial situation and in their financial dreams they wish to achieve. In conjunction with their existing team of professional advisors, Jon works with clients to identify their financial goals and concerns, illustrate what is being done to help achieve their financial goals, identify deficiencies and tax savings opportunities, and offer strategies that make sense today as well as for many years to come.
When individuals or young families are just getting started, Jon may only focus on one area of their financial goals; however, as their needs and goals change, he works with the clients to help determine strategies for education funding, retirement planning strategies, special needs funding, and trust services. JM Wealth Advisor also works with closely held business owners to help with business continuation strategies, employee benefit and retention's services, and estate planning strategies.
The JW Wealth Advisor team makes it a priority to focus on each client and their unique situation. A value of working with our practice is that each client will feel well-informed and equipped—not sold—to confidently make decisions in planning for their financial security, as well as for future generations. Our team works to achieve our clients' financial ambitions and helps protect the people and things that are most important to them.
A native of New Orleans, Jon attended the University of New Orleans and majored in Business Administration.