Miller
Jones

Commonwealth Financial Network

CRD#5442936
Investment Advisor
in Dalton, GA

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About this Advisor

Miller Jones is a financial advisor based in Dalton, Georgia, working with Commonwealth Financial Network. Miller has previously held positions at Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp.) and Commonwealth Financial Network. Miller has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Miller is part of Commonwealth Financial Network, which operates out of Dalton, Georgia. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

115 W. King Street
Dalton, GA 30720

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

GA Average: $16,012,751,954
Total Number of Employees

4,500

GA Average: 118
Total Number of Accounts

623,075

GA Average: 4,567
Average Account Size

$284,126

GA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Miller Jones Work History

2015 - Present (9 years)

Commonwealth Financial Network

2007 - 2015 (8 years)

Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp.)

Disclosures

Please visit the SEC profile of Miller Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
James Everlof
Crum Lynne, PA
Stephen Astle
Portland, OR
Renee Bilodeau
Glastonbury, CT
Shain Steffens
Andover, NJ
Michael Williams
Dallas, TX
Ryan Sokolowski
Ludlow, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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