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Jonathan Mills

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(980) 245-5217(980) 245-5217
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Jonathan MillsFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Charlotte, NC

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Meet Jonathan Mills
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.
licensed in
AZ, FL, GA, MD, NC, SC, TN, VA, WV
professional background
Joined Bankers Life in 2008Became a Financial Representative in 2011Began work in the Insurance Industry in 2008Education: East Carolina University
designations received
Company Recognitions: Lifetime President's Honor Circle MemberInsurance Designations: Chartered Life Underwriter: CLU®, Retirement Income Certified Professional: RICP®
personal background
Family: Married to my beautiful Wife, Danielle and we have two adorable children, Abram and Leighton.Community Involvement: Past President of the Albemarle Rotary Club, Active Member of West Albemarle Baptist Church

Jonathan Mills, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC

8:30 AM - 5:30 PM 8:30 AM - 5:30 PM 8:30 AM - 5:30 PM 8:30 AM - 5:30 PM 8:30 AM - 5:30 PMClosed Today Closed Today
Contact Me
Office Phone:
(704) 541-9592(704) 541-9592
Direct Phone:
(980) 245-5217(980) 245-5217
Cell Phone:
(704) 985-5912(704) 985-5912
jonathan.mills@bankerslife.com
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
US
Hours
Day of the WeekHours
Monday8:30 AM - 5:30 PM
Tuesday8:30 AM - 5:30 PM
Wednesday8:30 AM - 5:30 PM
Thursday8:30 AM - 5:30 PM
Friday8:30 AM - 5:30 PM
SaturdayClosed
SundayClosed

Our Brands and Partners

Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

FORGET ME NOT DAYS

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

Explore Medicare Advantage

You have many choices when it comes to Medicare – I can help you compare Medicare Advantage plans to find the right coverage for you. * Medicare Advantage (Part C) is an all\-in\-one alternative to Original Medicare Parts A and B. * It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D). * Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.


Products & Services Offered in Charlotte, NC

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
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  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
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  • Long-term Care Insurance

    Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
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  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
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  • Brokerage Services

    As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.
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  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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Financial Calculators & Tools

Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Reviews

Reviews for Jonathan Mills

5.0
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(52 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jonathan is great to work with. Always quick to return calls if he is not available to answer at time of call. Is good to ask questions to get us what we need.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very helpful. Took extra time to answer my questions.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very good communication, efficient, knowledgeable, and personable
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service. What a pleasure to have him looking after things for me! He is very knowledgeable and I trust him totally. I never have to worry about things. Makes it so easy to understand and answers all my questions!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great at explaining the different options that fit our needs.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great job helping us find a great plan to fit our needs. Help save money on our coverage . He also took the time explaining the difference’s between plans.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Always available to help with questions, returns calls in timely manner. Friendly and knowledgeable.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He is very nice and always willing to help me!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Friendly, resourceful and wonderful customer service.(puts customers needs and concerns frist).
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Did a good job answering my questions and my concerns? And I appreciated him coming to my home.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jonathan Mills is the best agent ever. I have known him professionally over 10 years. When I retired last year, I called Jonathan to make that transition. He is a trusted advisor.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Johnathan is a pleasure to do business with. He is very knowledgeable of services you need. Would recommend him as a financial consultant.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jonathan is a loyal, trustworthy agent, and he offers excellent personalized service. At this time, I wouldn't have any other representative. He's the best!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I was so confused with all the calls and ads sent to me about 6 mos before I turned 65 for Medicare! Was straight Medicare better or was Medicare Advantage the best. I called our family friend Jonathan Mills and asked for help. I said Jonathan treat me like you would your parents and he did! He fully explained the advantages and dis advantages of both types of plans. We have been very satisfied and happy with the choices Jonathan helped us make. What a relief to have a great plan!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jonathan is always willing to go the extra mile to help anyway he can with your insurance or financial needs.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jonathan has been an excellent agent and takes time to explain and and answer all my questions in a way that I can understand. He is always available and responds promptly and keeps me informed on my financial retirement progress.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jonathan Mills is very professional and very knowledgeable with what he does. We are very satisfied and thankful that he was recommended to us.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jonathan continues to provide exceptional service and value added management of our investment portfolio in a professional and friendly manner. He communicates clearly and provides timely feedback on any questions we may have about the current or future status of our portfolio holdings.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Knowledgeable and helpful
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Friendly and quick to respond to our needs
Displaying reviews 1 - 1 out of the 20 most recent

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Let's Talk About Your Plans for Long-Term Care!

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As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?

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