Jeb Milam is a registered investment advisor, based in Charlotte, NC, with 7 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vanguard Marketing CorporationBroker
January 2026 - Present · 8 mos
Vanguard Advisers, INC.
January 2026 - Present · 8 mos
Vanguard Marketing Corporation
January 2026 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors
November 2024 - January 2026 · 1 yr 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2024 - January 2026 · 1 yr 2 mos
Wells Fargo Advisors
December 2023 - November 2024 · 11 mos
Wells Fargo Clearing Services, LLCBroker
August 2022 - January 2026 · 3 yrs 5 mos
First Union Securities, INC.Broker
October 2000 - April 2001 · 6 mos
First Union Brokerage Services, INC.Broker
February 1997 - October 2000 · 3 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.