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portrait of Jonathan A Millay
FINANCIAL ADVISOR

Jonathan A Millay

220 Lexington Green Circle, Suite 140, Lexington, KY 40503opens in a new window
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About Jonathan

As an Edward Jones financial advisor, what's most important to me is to know and understand what is most important to you. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I will partner with you throughout your life, guiding you through applicable wealth transfer and protection strategies to ensure all of your financial goals have been considered and a plan has been established.

I have been with Edward Jones since 2011. Originally from Owensboro, I moved to Lexington in 2003 to attend the...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJune 2011 to Current

Education

  • Univ of Kentucky-LexingtonBachelor of Arts

Team Members

  • Kayla McFarland
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(859) 223-4303

Fax

(888) 282-7856

Office Address

220 Lexington Green Circle
Suite 140
Lexington, KY 40503opens in a new window

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