Jon Justin Milliken

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2010 → 02/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2009 → 01/2017
  Northwestern Mutual
  Metairie, LA
• 10/2016 → 04/2026
  Jm Wealth Management Llc
  Metairie, LA
• 08/2017 → 03/2022
  Ameritas Investment Corp
  Lincoln, NE
• 08/2017 → 04/2026
  Wealth Solution Llc
  Laplace, LA
• 01/2018 → 04/2026
  Acacia Financial Group
  Metairie, LA
• 09/2019 → 04/2026
  Business Exit Planning Consultant
  New Orleans, LA
• 01/2022 → 04/2026
  Plan Simple Financial Group
  New Orleans, LA
• 04/2026 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2022-03-08 → 2026-05-05
  Plan Simple Financial Partners, Llc
  New Orleans, LA
• 2021-11-01 → 2022-03-08
  Ameritas Advisory Services, Llc
  Metairie, LA
• 2020-02-11 → 2021-11-01
  Ameritas Investment Company, Llc
  Lincoln, NE
  Metairie, LA
  New Orleans, LA
  New Orleans, LA
  Lincoln, NE
  Glendale, AZ
  New Orleans, LA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS - APPROVED TO OFFER LIFE SETTLEMENTS * JM WEALTH MANAGEMENT LLC; SAME AS BRANCH; INV REL; ADVISORY SERVICES FOR LIFE INSURANCE, DI, GROUP LIFE/HEALTH/DISABILITY, I ALSO CONSULT WITH OTHER AGENTS ON IMPROVING THEIR PRACTICE; PRINCIPAL/OWNER; START DATE=10/2016; HRS/MO=120; TRADING HRS/MO=80; ADVISING MY CLIENTS FOR INDIVIDUAL LIFE/DISABILITY/HEALTH PLANS, I AM COMPENSATED BY COMMISSIONS * WEALTH SOLUTIONS LLC; SAME AS BUSINESS; INV/REL; ADVISORY SERVICES FOR GROUP RETIREMENT PLANS EXECUTIVE BENEFITS QUALIFIED AND NON QUALIFIED GRUP HEALTH DENTAL DISABILITY; ADVISOR; START DATE=08/2017; HRS/MO=40; TRADING HRS/MO=30; MY ROLE IS TO DEVELOP NEW BUSINESS OPPORTUNITIES FOR GROUP RETIREMENT PLANS AND GROUP BENEFIT PLANS SUCH AS DISABILITY HEALTH AND DENTAL I WILL ALSO SERVICE ESTABLISHED RETIREMENT PLANS BY CONDUCTING ENROLLMENT MEETINGS * Acacia Financial Group; same as branch; inv rel; insurance and financial services; Managing Partner; start date=01/2018; hrs/mo=160; trading hrs/mo=140; sell life insurance, disability insurance, retirement plans and to provide service to existing clients * Business Exit Planning Consultant; same as residence; non-inv rel; I have earned my CEPA (Certified Exit Planning Advisor) designation from the EPI (Exit Planning Institute), consult with business owners on their exit strategy, ensure that their personal and professional goals are in alignment with their imminent exit of the business; President; start date=09/2019; hrs/mo=20; trading hrs/mo=10; consult with the owner(s) on their goals to exit the business, make sure they have systems in place to effectively manage human capital, business operations and maximize enterprise value *Fetch Financial or Fetch Financial Consulting Group; 2334 Leon C Simon Dr, New Orleans LA 70122; inv rel; consult with DVM (doctors of veterinary medicine) on their practice efficiencies; Partner; start date=06/2020; hrs/mo=20; trading hrs/mo=20; I will work with the DVM on their business exit planning strategy-includes consulting on increasing the business value through creating efficiencies and strategies that make the business more sound and ready for sale to another party. Jon Justin Milliken is a President of PlanSimple Insurance Partners, LLC; ADV Category: insurance company or agency; Investment related: No; Location of the business: 7041 Canal Blvd #509 New Orleans LA 70124; Description of the business: Employee Benefits, Group Voluntary Benefits, Individual Insurance; Responsibilities Duties: Facilitates insurance operation that includes but is not limited to: Group Benefits, Group Voluntary Benefits, Individual Life, Disability, Annuity; Start date with business: 2023-01-16; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 0; Non-variable Insurance - Providing different insurance services to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-03
• S63 Uniform Securities Agent State Law Examination
  2011-08-20