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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

TitleManager, Chief Executive Officer And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2016
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Milestone Financial Planning, LLC

TitleTrustee
Ownership—
Control personYes
Since2024
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