Jesus Omar Corrales

Employer firm

Mcmill Cpa And Advisors CRD 129015

$862M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 01/2021 → Present
  Mcmill Cpa & Advisors
  Norfolk, NE
• 04/2018 → 01/2022
  Awg
  Norfolk, NE
• 11/2015 → 04/2018
  Herbergers
  Norfolk, NE

Other Businesses

McMill CPA PC - not investment related - 125 S 4th St Norfolk, NE 68701 - Accounting Firm - Accountant - 04/2018 - Approximately 160 hours monthly/120 hours during security trading hours - preparing tax returns and financial statements for multiple clients. Norfolk Area Community Foundation Fund - PO Box 1187 Norfolk, NE 68701 - Non-Profit - Treasurer - 7/2023 - Approximately 2 hours monthly/2 hours during security trading hours - post journal entries related to bookkeeping activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-23