Jacob Millican (CRD# 4607734) is an Investment Advisor Representative working at 9m Investments, LLC in Grapevine, TX and has over 21 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 9m Investments, LLC | Grapevine, TX | Apr 2017 - Current | 7 |
| Tag Employer Services | Arlington, TX | Apr 2016 - Mar 2017 | < 1 |
| Voya Financial Partners | Quincy, MA | Sep 2014 - Jan 2016 | 1 |
| Ing (voya) | Fort Worth, TX | Mar 2010 - Sep 2014 | 4 |
| Ing Financial Advisers, Llc (voya) | Quincy, MA | Mar 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- TX
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$209,686
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
TX
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