Jon Milliken, financial advisor New Orleans LA

Jon Milliken

CRD Number: 5696256
Current Firm: Plan Simple Financial Partners, LLC

Jon Milliken (CRD# 5696256) is an Investment Advisor Representative working at Plan Simple Financial Partners, LLC in New Orleans, LA and has over 12 years of experience in the finance industry.

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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 4
Acacia Financial Group Metairie, LA Jan 2018 - Current 6
Wealth Solution LLC Laplace, LA Aug 2017 - Current 6
Jm Wealth Management LLC Metairie, LA Oct 2016 - Current 7
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
Disclosure Information

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
Contact Info for Jon J. Milliken
Phone Number: 504-374-8020
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $240,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TX

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