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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
Years of Experience
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Edward Jones Brokerage Details
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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.
Edward D. Jones & Co., L.P
Jeffrey Miller has no disclosures.
Please visit their SEC profile for more details.