Jackson
Miller
Nfp Retirement Inc
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About this Advisor
Jackson Miller is a financial advisor working in Aliso Viejo, California, who has 2 years of industry experience. Miller is an employee of Nfp Retirement Inc. Miller has gained experience at Bank Of America, Ubs Financial Services, Sdsu, Wbb Securities LLC, Reilly Financial Advisors and Nfp Retirement, Inc. Miller holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Nfp Retirement Inc is a company based out of Aliso Viejo, CA. The firm has offices in 26 locations and a total of 251 employees. It handles $75 billion in assets across its 5,162 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 5,162 customer accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Nfp Retirement Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice typically are based on which services are provided. However, fees billed by Nfp Retirement Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$75,046,288,911
251
5,162
$14,538,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jackson Miller Work History
Jackson has been registered as a financial advisor for 2 years.*
Nfp Retirement, Inc
Reilly Financial Advisors
Reilly Financial Advisors
Wbb Securities LLC
Bank Of America
Ubs Financial Services
Sdsu
*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 Jackson 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 Nfp Retirement Inc
Charlotte, NC
Ellicott City, MD
Euless, TX
Kennebunk, ME
Aliso Viejo, CA
Aliso Viejo, CA
Collegeville, PA
Aliso Viejo, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
