Jacob Millen

Current Employers

Employment History

• 07/2011 → 11/2017
  Metlife Securities Inc.
  Allentown, PA
• 03/2017 → 11/2017
  Mml Investors Services, Llc
  Allentown, PA
• 11/2017 → 11/2018
  Sii
  Easton, PA
• 11/2018 → 10/2022
  Royal Alliance Associates, Inc.
  Easton, PA
• 06/2022 → Present
  Valor Investments And Planning
  Easton, PA
• 06/2022 → Present
  Valor Life And Annuity Llc
  Easton, PA
• 02/2024 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2018-11-02 → 2022-10-27
  Osaic Wealth, Inc.
  Easton, PA
  Nazareth, PA
• 2017-11-09 → 2018-11-02
  Signator Investors, Inc.
  Easton, PA
  Allentown, PA
• 2017-03-25 → 2017-11-14
  Mml Investors Services, Llc
  Allentown, PA
• 2015-05-06 → 2017-03-25
  Msi Financial Services, Inc.
  Allentown, PA

Other Businesses

1.) RMO SOLUTIONS LLC - 9/1/2022 - 81 Woods Edge Lane, Danville, PA 17821 - Part time CFO, Fractional CFO work for the company. I help run payroll and manage some of the benefits for the company and give advice. I make sure the taxes are filed in time and deal with the accountants, Not Invt Rel, Telecom sales, 16 hrs/mo; 0 hrs/mo (during trading hours). 2.) VALOR LIFE & ANNUITY - 11/1/22 - 109 N 4th Street, Easton, PA 18042 - VP, Train advisors on selling insurance and annuity products and also place business for own clients, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) VALOR INVESTMENTS & PLANNING - 11/1/2022 - 109 N 4th Street, Easton, PA 18042 - President, Train advisors on investment management and planning services, also perform these functions for my clients through this avenue, Invt Rel, RIA firm, 160 hrs/mo; 160 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2015-04-20
• S63 Uniform Securities Agent State Law Examination
  2011-12-28

Other Names

• Jacob Millen
• Jacob Andrew Millen