Unclaimed Profile

Jacob Andrew Millen

VALOR INVESTMENTS AND PLANNING LLC·EASTON, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 66Clean record11 years registeredVALOR 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 · 11 years registered

Brand Profile

Not yet started

Career History

VALOR INVESTMENTS AND PLANNING LLC

Oct 2022 – present

ROYAL ALLIANCE ASSOCIATES, INC.

Nov 2018 – Oct 2022

EASTON, PA

SIGNATOR INVESTORS, INC.

Nov 2017 – Nov 2018

EASTON, PA

MML INVESTORS SERVICES, LLC

Mar 2017 – Nov 2017

ALLENTOWN, PA

MSI FINANCIAL SERVICES, INC.

May 2015 – Mar 2017

ALLENTOWN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · May 6, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALOR INVESTMENTS AND PLANNING LLC

CRD 323129 · SEC 801-126665

AUM

$34M

Regulatory assets under management

Employees

211 client accounts

Services offered by VALOR INVESTMENTS AND PLANNING LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALOR INVESTMENTS AND PLANNING LLC →

Introduction

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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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