Jerry Lee Mcmillan
Investment adviser representative at Beacon Wealth Consultants, Inc.
19 yearsExperience
1 stateRegistered in
$278.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Beacon Wealth Consultants, Inc.Apr 2017 to now
- Bb&t InvestmentsJan 2007 to now
- Bb&t BankJan 2007 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (VA).
Beacon Wealth Consultants, Inc.
$278.3MAssets managed
537Clients
12Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4122017
- Firm CRD
- 154939