JD Wiedmaier, CFP®

JD Wiedmaier, CFP®

Founder

JD has more than 29 years of experience in the financial services field. From 1993 to 2005, he worked for one of the nation’s largest and most successful mutual fund families, eventually becoming a vice president for the organization. In 2005, JD became a financial advisor serving clients in Virginia (largely Hampton Roads and the Eastern Shore) and beyond (Florida, Georgia, Maryland, Nevada, and North Carolina). He founded Milestone Financial in 2014. Helping clients be good stewards of their resources and striving for excellence in their financial lives is very rewarding work for JD. He feels blessed to have the opportunity to be a financial advisor.

JD is a native of the Virginia/Hampton Roads area (born in Norfolk, grew up in Chesapeake) and currently resides in Norfolk with his wife and three children.

Designations and registrations

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • FINRA Series 6, 7, 26, 63, and 65 securities registrations