Jerry Lee Mcmillan

Employer firm

Beacon Wealth Consultants, Inc. CRD 154939

$278M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• ESTATE ADMINISTRATION, LEGACY COACHING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → 03/2017
  Bb&T Bank
  Roanoke, VA
• 01/2007 → Present
  Bb&T Investments
  Charlotte, NC
• 04/2017 → Present
  Beacon Wealth Consultants, Inc.
  Roanoke, VA

Previous Registrations

• 2007-02-21 → 2017-03-13
  Bb&T Investment Services, Inc.
  Roanoke, VA
  Charlotte, NC

Other Businesses

Independent contractor for life insurance, long term care insurance, and fixed annuity sales. Investment related; Roanoke, VA; 100% ownership. Expecting to start this business May of 2017. 1 hour per month may be devoted to this business during securities trading hours or at other times during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-20
• S63 Uniform Securities Agent State Law Examination
  2000-01-31