Jess
Miller

Siebert Advisornxt, Inc

CRD#4497780
Investment Advisor
in Omaha, NE

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About this Advisor

Jess Miller is a financial advisor working out of Omaha, Nebraska with a total of 1 year of relevant experience. Miller works at Siebert Advisornxt, Inc. Their career trajectory has included roles at Ameritrade, Inc, Kirsch Trans, Muriel Siebert & Co., Inc, Miller Transformation Group, Investools, Inc and Td Ameritrade, Inc. Miller holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to work in Nebraska. Siebert Advisornxt, Inc is a business that has its headquarters in Jersey City, NJ. It has offices in six locations and a total of 38 financial advisors. It administers $164 million in assets across its 434 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 434 customer accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets. Siebert Advisornxt, Inc offers a few services, including portfolio management for individuals and small businesses and other services. Fees for financial advice are based on which services are provided. However, fees charged by Siebert Advisornxt, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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, Inc Brokerage Details

Total Assets Under Management

$163,624,000

NE Average: $10,121,009,343
Total Number of Employees

38

NE Average: 92
Total Number of Accounts

434

NE Average: 6,978
Average Account Size

$377,014

NE Average: $1,450,417

Investment Advisory Services

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

Jess Miller Work History

Jess has been registered as a financial advisor for 1 years.*

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

*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 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, Inc

Dean Bantis
Jersey City, NJ
Bradley Poock
Calabasas, CA
Matthew Johnston
Jersey City, NJ
Mario Didomenico
Jersey City, NJ
John Mcguinness
Jersey City, NJ
Maxwell Galbraith
Seal Beach, CA
Colin Mcdonald
Beverly Hills, CA

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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