Jacob D Milam

Current Employers

Employment History

• 07/2020 → Present
  Lpl Financial Llc
  Midland, TX
• 06/2018 → 07/2020
  Netsuite
  Austin, TX
• 07/2017 → 06/2018
  Oracle Corp
  Ausin, TX
• 03/2015 → 07/2017
  Vector Marketing
  Richardson, TX
• 02/2023 → Present
  Gateway Wealth Partners, Llc
  Midland, TX

Other Businesses

1) 11/03/2020 - Gateway Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s)- Start Date 10/21/2020 - 120 Hours Per Month/ 40 Hours During Trading 2) 05/26/2023 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 03/01/2023 - 20 Hours Per Month/ 20 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 01/08/2024 - Winter Magnolia L.L.C. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 5 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-22
• S63 Uniform Securities Agent State Law Examination
  2020-11-16