Jaron
Miller

Advisor Resource Council

CRD#5871626
Investment Advisor
in Covington, LA

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About this Advisor

Jaron Miller is a financial advisor working out of Covington, Louisiana, with a total of 3 years of relevant experience. Miller is on the advisory team at Advisor Resource Council. Over the course of their career, they have held roles at Jp Morgan Chase Bank, J.P. Morgan Securities LLC, Pjp3 LLC, Lpl Financial LLC, Advisor Resource Council (360 Wealth Management, LLC) and Advisor Resource Council. Miller maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Louisiana. Advisor Resource Council is a financial advisory business that has its headquarters in Dallas, TX. The company has offices in 52 locations and a total of 134 advisors. It manages $2 billion in assets under management among its 11,081 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 34 charities and foundations. Of its 11,081 customer accounts, 29% belong to high-net-worth individuals who have more than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely depend on which services are offered. However, fee types billed by Advisor Resource Council likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Menetree Dr Suite B
Covington, LA 70433

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Advisor Resource Council Brokerage Details

Total Assets Under Management

$2,318,721,938

LA Average: $3,042,739,679
Total Number of Employees

134

LA Average: 49
Total Number of Accounts

11,081

LA Average: 2,315
Average Account Size

$209,252

LA Average: $1,314,358

Investment Advisory Services

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

Jaron Miller Work History

Jaron has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Advisor Resource Council

2018 - 2020 (2 years)

Advisor Resource Council (360 Wealth Management, LLC)

2015 - 2020 (5 years)

Lpl Financial LLC

2014 - 2015 (1 year)

Pjp3 LLC

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2011 - 2015 (4 years)

Jp Morgan Chase Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jaron Miller 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 Advisor Resource Council

William Atkins
Dallas, TX
Brian Ruff
Dallas, TX
Tara Howey
Dallas, TX
Justin Childress
Oxford, MS
John Borden
Dallas, TX
Paige St. Martin
Metairie, LA
Joshua Ingram
Dallas, TX
Matthew Middleton
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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