Jacob Milam (CRD# 7274728) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Midland, TX and has over 3 years of experience in the finance industry.
CRD# 4962716
Raymond James Financial Services Advisors, Inc.
CRD# 2285772
Raymond James Financial Services Advisors, Inc.
CRD# 5232805
Equilibria Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gateway Wealth Partners, LLC | Midland, TX | Feb 2023 - Current | 1 |
Lpl Financial LLC | Midland, TX | Jul 2020 - Current | 3 |
Netsuite | Austin, TX | Jun 2018 - Jul 2020 | 2 |
Oracle Corp | Ausin, TX | Jul 2017 - Jun 2018 | < 1 |
Vector Marketing | Richardson, TX | Mar 2015 - Jul 2017 | 2 |
Green Tree Country Club | Midland, TX | Aug 2012 - Jun 2015 | 2 |
Stonegate Fellowship Church | Midland, TX | Oct 2010 - Jun 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
S63 | Uniform Securities State Law Examination | Nov 2020 |
- TX
-
Total Assets Under Management892MILLIONS
-
Total Number of Accounts3,968ACCOUNTS
-
Average Account Value$224,693
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NH, NV, NY, OH, SC, TN, TX, WA, WI
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