Jonathan
Miller
Commonwealth Financial Network
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About this Advisor
Jonathan Miller is a financial advisor based in Lockport, New York, working with Commonwealth Financial Network. Jonathan has previously held positions at Transamerica Financial Advisors, Inc, Centerbridge Planning Group, Commonwealth Financial Network, Cornerstone Capital Wealth Management, and Geneos Wealth Management Inc. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Jonathan is part of Commonwealth Financial Network, which operates out of Lockport, New York. 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
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Jonathan Miller Work History
Centerbridge Planning Group
Commonwealth Financial Network
Cornerstone Capital Wealth Management
Geneos Wealth Management Inc
Transamerica Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Jonathan Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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