Jerry McMillan
Beacon Wealth Consultants · Roanoke, Virginia
Jerry McMillan is a fee-only financial advisor at Beacon Wealth Consultants in Roanoke, Virginia. Beacon Wealth Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Beacon Wealth Consultants |
|---|---|
| Based in | Roanoke, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $278.3M across 1,138 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4122017 |
| Exams passed | Series 63 (2000) · Series 65 (2007) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | lightpointportfoliosolutions.com |
| Profile |
How Jerry's firm compares
- Beacon Wealth Consultants's average account is about $245,000, from its Form ADV (assets managed divided by 1,138 accounts).
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Questions about Jerry
Is Jerry McMillan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and Beacon Wealth Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerry charge for financial advice?
Jerry's firm, Beacon Wealth Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jerry McMillan based?
Jerry McMillan is based in Roanoke, Virginia.
Is Jerry McMillan registered with the SEC?
Yes. Jerry McMillan is registered as an investment adviser representative in VA (CRD 4122017), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Wealth Consultants manage?
Beacon Wealth Consultants reports $278.3M across 1,138 accounts in assets under management.
How do I contact Jerry McMillan?
Through Jerry's website, lightpointportfoliosolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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