JM
JM

Jerry Lee Mcmillan

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,097 clients
Average Client Portfolio
$216K average
Assets Under Management
$236.9M

Fee Structure

Minimum Investment:$100
Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fees could be discounted or negotiated at Beacon Wealth Consultants’ sole discretion. Certain existing clients could be billed under fee schedules that are not described in this Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

302 Washington Ave. Sw, Roanoke, VA, 24016-4312

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jerry is an independent contractor selling life insurance, long-term care insurance, and fixed annuities since May 2017. He dedicates minimal time to this business.

Employment History
Current Registrations
Beacon Wealth Consultants, INC.
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Bb&t Investment Services, INC.
February 2007 - March 2017 · 10 yrs 1 mo
Bb&t Investment Services, INC.Broker
January 2007 - March 2017 · 10 yrs 2 mos
Nationwide Securities, INC.Broker
February 2000 - February 2007 · 7 yrs
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.