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Jacob Andrew Millen

VALOR INVESTMENTS AND PLANNING LLC·EASTON, Pennsylvania
Clean recordVALOR INVESTMENTS AND PLANNING LLC
123 S. 3RD ST, SUITE 4, EASTON, PA 18042CRD# 5954316Firm CRD# 323129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Andrew Millen · EASTON, PA
Registration
CRD #5954316 · VALOR INVESTMENTS AND PLANNING LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacob Andrew Millen is a registered financial advisor based in EASTON, Pennsylvania, affiliated with VALOR INVESTMENTS AND PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VALOR INVESTMENTS AND PLANNING LLC
VALOR INVESTMENTS AND PLANNING LLC
AUM
$34M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VALOR INVESTMENTS AND PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5954316
Firm CRD# 323129
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jacob Andrew Millen offer?
Jacob Andrew Millen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTON, Pennsylvania for a consultation.
What are Jacob Andrew Millen's credentials?
Jacob Andrew Millen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Andrew Millen located?
Jacob Andrew Millen is based in EASTON, Pennsylvania, working with VALOR INVESTMENTS AND PLANNING LLC. Their office serves clients in the EASTON metropolitan area and surrounding communities.
How does Jacob Andrew Millen charge for services?
Jacob Andrew Millen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALOR INVESTMENTS AND PLANNING LLC?
VALOR INVESTMENTS AND PLANNING LLC has approximately 4 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALOR INVESTMENTS AND PLANNING LLC

Matthew G Millen
EASTON, PA
Matthew J Potter
EASTON, PA
Thomas Blachek
EASTON, PA

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