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Christopher B. Milton, CFP®

Christopher B. Milton, CFP®
Other Names: Chris Milton, Christopher Bradley Milton
Firm:
J.W. Cole Financial, Inc.
DBA:

Milton Wealth Advisors
Additional Firm:
Jonathan Roberts Advisory Group, Inc.
Type: Dual Registration
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Description

Christopher Milton is a financial professional at Jonathan Roberts Advisory Group, Inc., a broker-dealer with 166 registered representatives nationwide. Christopher is also registered with J.W. Cole Financial, Inc.. Christopher has held an industry securities registration for 21 years and is subject to SEC and FINRA oversight.

BrightScope Advisor Metrics

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Answers and Guides

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Level 11 Level 11 Contributor 6 Answers and 0 Financial Guides

Top Answers

Why would an investment firm recommend as many as 12 different mutual funds for IRA diversity? Seems like a lot to look at and manage.

Answered Jan 16, 2013 near Fallbrook, CA
8 votes
Really depends on size of the IRA (portfolio) but in my opinion it is probably high unless your portfolio is just made up of mutual funds which would only be appropriate (again in my opinion) if it was under $50k ($100k max). That being said, if your ...(more)

What are the rules for borrowing against my 401k? Minimums?

Answered Sep 24, 2012 near Fallbrook, CA
6 votes
The first rule is "Don't", or really try not to. If that doesn't work then generally (if your plan allows) you can borrow up to 50% of your vested account balance or $50k whichever is lower (min. is $1,000). Needs to be paid back over 5 years (monthly ...(more)

I recently read a book by Joel Greenblatt entitled: "The little book that Still beats the market." I even opened a virtual investment account to try out ideas in the book. It has only been a few weeks and already my investment is up by nearly 4%. What are you opinions on this book and method?

Answered Dec 03, 2012 near Fallbrook, CA
5 votes
4% in a few weeks is pretty good. But it means nothing. Use his methods for at least 5 years (probably 10) and then MAYBE you'll be on to something. Unless you have inside information, investing in the short-term is a "crap-shoot".
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Christopher B. Milton, CFP® has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Advisor Assets Under Management

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$75.0M
Total Assets
200
Clients
$375.0K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

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ownership pie chart
High Net Worth Individuals 50%
Individuals 35%
Pension and Profit Sharing Plans 5%
Corporations or Other Businesses 5%
Charitable Organizations 5%

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

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Employer Years Dates
J.W. Cole Financial, Inc. 1 month, 2 weeks May 2013 - Present
J.W. Cole Advisors, Inc. 1 month, 2 weeks May 2013 - Present
Financial Advisers of America, LLC 4 years, 9 months Sep 2008 - Present
Jefferson Pilot Securities Corporation 11 years, 3 months Jun 1997 - Sep 2008
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 03/04/2013, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Registered
Disclosures

1 Customer Dispute

1 Customer Dispute
As of Date
03/04/2013
05/28/2013
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
General Securities Principal Examination Series 24 03/30/2001
Uniform Investment Adviser Law Examination Series 65 05/26/1998
General Securities Representative Examination Series 7 01/24/1997
Uniform Securities Agent State Law Examination Series 63 03/06/1992
Investment Company Products/Variable Contracts Representative Examination Series 6 03/05/1992

Advisor Compensation Arrangements

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Types of Compensation Arrangements

Compensation Arrangement Chart