• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JON JUSTIN MILLIKEN
CRD#: 5696256
IA
Investment Adviser
B
Previous Broker
PLAN SIMPLE FINANCIAL PARTNERS, LLCCRD#: 318578 138 N. CORTEZ
SUITE B
NEW ORLEANS, LA 70119
Registration History
20122014201620182020202220242026IAPLAN SIMPLE FINANCIAL PARTNERS... (CRD# 318578)2022 - Present (2 years)BAMERITAS INVESTMENT COMPANY, LLC (CRD# 14869)2017 - 2022 (4 years)BNORTHWESTERN MUTUAL INVESTMENT... (CRD# 2881)2011 - 2017 (5 years)IAAMERITAS ADVISORY SERVICES, LLC (CRD# 317245)2021 - 2022 (<1 year)IAAMERITAS ADVISORY SERVICES (CRD# 14869)2020 - 2021 (1 year)
Disclosure(s)
View By:
3/2/2012
Judgment / Lien
License(s)

State Registrations

IA
Louisiana 3/8/2022

IA
Texas 3/17/2022

Current Registration(s)
IA
PLAN SIMPLE FINANCIAL PARTNERS, LLC (CRD#:318578)
138 N. CORTEZ SUITE B, NEW ORLEANS, LA 70119
Registered with this firm since 3/8/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
11/01/2021 - 03/08/2022 AMERITAS ADVISORY SERVICES, LLC (CRD#:317245) METAIRIE, LA
B
08/23/2017 - 03/08/2022 AMERITAS INVESTMENT COMPANY, LLC (CRD#:14869) New Orleans, LA
IA
02/11/2020 - 11/01/2021 AMERITAS ADVISORY SERVICES (CRD#:14869) New Orleans, LA
B
06/07/2011 - 02/01/2017 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) METAIRIE, LA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.