This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BEACON CAPITAL MANAGEMENT, INC.

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Apr 14, 2018

First registration

Jun 13, 2018

Dual registered

yes, broker-dealer

Other names

JAKE MCMILLEN|JACOB MCMILLEN

IAPD individual key

6406722

• Occurred

  Jan 31, 2023
  Advisor changed firm

  Jacob Patrick Mcmillen left Nationwide Investment Advisors, Llc for Beacon Capital Management, Inc. (registered 2023-02-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:92fd6c4e-e347-704a-3a67-4c687bb2690a

First observed

Jun 13, 2018

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.