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Jacob Millican

Jacob Millican

Sales Associate

Followers of Jacob Millican13000 followers
location of Jacob MillicanGrapevine, Texas, United States

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  • Timeline

  • About me

    Managing Member at 9M Investments. Fee-Only RIA specializing in investment management and tax planning for individuals and small businesses.

  • Education

    • Texas Tech University

      1997 - 2000
      BS Management

  • Experience

    • GATEWAY COMPUTERS

      Jan 2000 - Mar 2002
      Sales Associate

      Directed the small business sales unit for computer hardware and software.Led district in sales for twelve consecutive months by cultivating small business relationships with the community.Awarded top rookie salesperson by consistently beating expectations.Led team sales training sessions.

    • Synnex

      Jun 2002 - Dec 2002
      Account Manager

      Coordinated and managed accounts for a large computer hardware and software distributor.Accumulated 50 new commercial accounts by networking in an underserved small business market.Targeted new business with fewer than 10 employees.Implemented new software program that led to more referrals from other business units in the company.

    • AXA Advisors

      Jan 2003 - Dec 2005
      Financial Advisor

      Managed book of business with one of largest advising firms in the world.Amassed over $6,000,000 in assets working with small businesses and individuals.Received extensive sales and investment training through one of the best programs in the industry.Restructured an existing relationship with Tarrant County College that increased client count from 10 to over 250.

    • PARAGON WEALTH MANAGEMENT

      Jan 2006 - Mar 2007
      Branch Manager/Producer

      Ran independent advising practice.Established over 20 relationships with financial service companies to sell their products.Marketed practice to local community colleges, to help service their 403B plans.Launched multi-partner relationship with estate lawyer firm and accountant firm.Supervised office files and client files to make sure they always complied with FINRA.Structured practice to advise and assist clients through complete cycle of financial life-accumulation, income, retirement, and estate planning Show less

    • Principal Financial Group

      May 2007 - Jun 2009
      Sr. Employee Benefits Specialist

      Facilitated large onsite investment education seminars to all level of employees.Counseled top-level executives on investment decisions with in their retirement plans.Developed education plans to make sure company's fiduciary responsibilities complied with ERISA laws.Reviewed individual's investment and retirement options with in their company's plan.

    • Voya Financial

      Mar 2010 - Mar 2016

      • Regional Vice President

        Mar 2013 - Mar 2016

      • Regional Assistant Vice Presidnet

        Mar 2010 - Mar 2013

    • TAG Employer Services

      Mar 2016 - Feb 2017
      Regional Sales Manager

    • 9M Investments, LLC

      Apr 2017 - now
      Managing Member

  • Licenses & Certifications

    • Series 65

  • Volunteer Experience

    • Big Brother

      Issued by Big Brothers Big Sisters of America on Feb 2006
      Big Brothers Big Sisters of AmericaAssociated with Jacob Millican