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Jacob Millen

Valor Investments AND Planning LLC

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About Jacob Millen

Jacob Millen is a financial advisor with Valor Investments And Planning LLC, based in Easton, PA. Jacob has been in the financial industry for over a decade and holds the Series 6, 7, 63, and 66 licenses. Jacob's experience includes working with clients on financial planning, investment management, and insurance. Jacob is a dedicated advisor who is committed to providing personalized financial advice and strategies to help his clients reach their financial goals.

Firm Information

Jacob Millen is currently registered with Valor Investments AND Planning LLC. Valor Investments AND Planning LLC is an independent investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals and selection of other advisers. They serve high net worth individuals, charitable organizations, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.

$55.83M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Millen’s Registration & Firm History

PA

10/25/2022 - Present

Valor Investments AND Planning LLC (EASTON PA)

CO

02/27/2024 - 05/07/2024

THE LEADERS GROUP, INC. (LITTLETON CO)

PA

11/02/2018 - 10/27/2022

ROYAL ALLIANCE ASSOCIATES, INC. (EASTON PA)

PA

11/09/2017 - 11/02/2018

SIGNATOR INVESTORS, INC. (EASTON PA)

PA

03/25/2017 - 11/14/2017

MML INVESTORS SERVICES, LLC (ALLENTOWN PA)

PA

10/19/2011 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (ALLENTOWN PA)

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Licenses & Designations

BOTH

Issued 04/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2014

Series 7 - General Securities Representative Examination

BC

Issued 10/18/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Millen.
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