Jeffrey
Miller

Edward Jones

CRD#2681560
Investment Advisor
in Raleigh, NC
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About this Advisor

Jeffrey Miller is a certified financial planner in Raleigh, North Carolina. Currently a registered advisor with Edward Jones, Miller has an impressive 23 years of work experience in the financial advisory industry. Miller maintains Series 63 and Series 66 licenses, certifying them as a securities agent. Miller is registered to work with investors in North Carolina. Miller has spent their whole career at Edward Jones. Edward Jones is based out of Raleigh, North Carolina, and operates out of 12,884 other locations throughout the nation. In aggregate, Edward Jones manages $312 billion in assets across 2,500,304 accounts and retains more than 23,510 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

23 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

7201 Creedmoor Road Suite 115
Raleigh, NC 27613-1685

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

NC Average: $11,469,110,461
Total Number of Employees

23,408

NC Average: 458
Total Number of Accounts

3,047,151

NC Average: 33,415
Average Account Size

$107,966

NC Average: $343,232

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Investment Advisory Services

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

Jeffrey Miller Work History

Jeffrey has 23 years of experience.

1995 - Present (24 years)

Edward D. Jones & Co., L.P

Disclosures

Jeffrey Miller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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