JM
CFP
JM
CFP

John Milliron

12 Years of Experience
Scottsdale, AZ
Broker

John Milliron is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 12 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Scottsdale, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Vanguard Marketing Corporation
March 2026 - Present · 7 mos
Vanguard Advisers, INC.
March 2026 - Present · 7 mos
Vanguard Marketing CorporationBroker
March 2026 - Present · 7 mos
Previous Registrations
Thrivent Investment Management INC.
August 2024 - February 2026 · 1 yr 6 mos
Thrivent Investment Management INC.Broker
August 2024 - February 2026 · 1 yr 6 mos
USAA Investment Services Company
November 2020 - July 2023 · 2 yrs 8 mos
USAA Investment Services CompanyBroker
June 2020 - July 2023 · 3 yrs 1 mo
USAA Investment Services Company
January 2018 - July 2020 · 2 yrs 6 mos
USAA Financial Planning Services
July 2013 - January 2018 · 4 yrs 6 mos
USAA Financial Advisors, INC.Broker
June 2013 - June 2020 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2013 - June 2013 · 3 mos
State Registrations2 states
AZTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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