JM
Jacob Millen
CRD 5954316
Firms
| Firm | Role | As of |
|---|---|---|
| Valor Investments And Planning Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Valor Investments And Planning Llc
Elected Manager · Less than 5% · Mar 2023
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Valor Investments And Planning Llc
Managing Member · 50% – 75% · Mar 2023
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗