Jennifer Lise Climo
Manager, Chief Executive Officer And Chief Compliance OfficerMilestone Financial Planning, LLCCRD 4632920
About Jennifer Lise Climo
Jennifer Lise Climo is listed as Manager, Chief Executive Officer And Chief Compliance Officer at Milestone Financial Planning, LLC in Bedford, NH. Form ADV reports a beneficial ownership band of Under 5%. Jennifer Lise Climo is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Milestone Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jennifer Lise Climo work?
Jennifer Lise Climo is listed as Manager, Chief Executive Officer And Chief Compliance Officer at Milestone Financial Planning, LLC on SEC Form ADV.
How much of Milestone Financial Planning, LLC does Jennifer Lise Climo own?
Form ADV reports a beneficial ownership band of Under 5%.
Milestone Financial Planning, LLC
| Title | Manager, Chief Executive Officer And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2016 |
Milestone Financial Planning, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2024 |