Jon Milliken (CRD# 5696256) is an Investment Advisor Representative working at Plan Simple Financial Partners, LLC in New Orleans, LA and has over 13 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plan Simple Financial Group | New Orleans, LA | Jan 2022 - Current | 2 |
| Business Exit Planning Consultant | New Orleans, LA | Sep 2019 - Current | 5 |
| Acacia Financial Group | Metairie, LA | Jan 2018 - Current | 6 |
| Wealth Solution LLC | Laplace, LA | Aug 2017 - Current | 7 |
| Jm Wealth Management LLC | Metairie, LA | Oct 2016 - Current | 8 |
| Ameritas Investment Corp | Lincoln, NE | Aug 2017 - Mar 2022 | 4 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2010 - Feb 2017 | 7 |
| Northwestern Mutual | Metairie, LA | Aug 2009 - Jan 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$240,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.