Judith
Miller

Edward Jones

CRD#5276635
Investment Advisor
in Tempe, AZ

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About this Advisor

Judith Miller is a financial advisor in Tempe, Arizona. Currently a registered investment advisor with Edward Jones, they have accumulated 12 years of experience in the financial advisory industry. Miller holds Series 63 and Series 66 licenses, which certify the advisor as a securities broker. Miller is able to work with clients in Arizona. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Northern Trust Securities, Inc, Vision Investment Services, Inc, Unemployed (Laid Off), Able Engineering, Northern Trust, Bank Of America, N.A, Arizona Bank & Trust and Edward Jones. Edward Jones is based out of Tempe, Arizona, and has 12,884 other brick-and-mortar locations across the country. In aggregate, Edward Jones manages $312 billion in assets dispersed across 2,500,304 client accounts and employs more than 23,510 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8640 S River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Judith Miller Work History

Judith has 12 years of experience.

2015 - Present (4 years)

Edward Jones

2013 - 2014 (1 year)

Arizona Bank & Trust

2012 - 2013 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2013 (1 year)

Bank Of America, N.A

2011 - 2012 (1 year)

Unemployed (Laid Off)

2011 - 2011 (< 1 year)

Able Engineering

2010 - 2011 (1 year)

Vision Investment Services, Inc

2007 - 2011 (4 years)

Northern Trust Securities, Inc

2006 - 2011 (5 years)

Northern Trust

Disclosures

Judith Miller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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