Jess
Miller

Siebert Advisornxt, LLC

CRD#4497780
Investment Advisor
in Omaha, NE

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About this Advisor

Jess Miller is a financial advisor based in Omaha, Nebraska, working with Siebert Advisornxt, LLC. Jess has previously held positions at Ameritrade, Inc, Miller Transformation Group, Investools, Inc, Td Ameritrade, Inc, Kirsch Trans, and Muriel Siebert & Co., Inc. Jess has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Nebraska. Currently, Jess is part of Siebert Advisornxt, LLC, which operates out of Omaha, Nebraska. The firm has 8 offices and 31 employees. The firm manages assets totaling $212.6 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Siebert Advisornxt, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

18045 Oak Street
Omaha, NE 68130

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Siebert Advisornxt, LLC Brokerage Details

Total Assets Under Management

$212,638,789

NE Average: $7,464,549,021
Total Number of Employees

31

NE Average: 88
Total Number of Accounts

544

NE Average: 3,892
Average Account Size

$390,880

NE Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Jess Miller Work History

2022 - Present (2 years)

Muriel Siebert & Co., Inc

2021 - 2021 (< 1 year)

Kirsch Trans

2017 - 2020 (3 years)

Td Ameritrade, Inc

2016 - 2016 (< 1 year)

Investools, Inc

2015 - 2016 (1 year)

Miller Transformation Group

2004 - 2015 (11 years)

Ameritrade, Inc

Disclosures

Please visit the SEC profile of Jess 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 Siebert Advisornxt, LLC

Marvin Rivas
New York, NY
Dean Bantis
Jersey City, NJ
Bradley Poock
Calabasas, CA
Jacqueline Yapp
Beverly Hills, CA
Mario Didomenico
Jersey City, NJ
Colin Mcdonald
Beverly Hills, CA
Mark Malek
Jersey City, NJ
Maxwell Galbraith
Seal Beach, CA

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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