Jared Miller (CRD# 7133777) is an Investment Advisor Representative working at Sanford C. Bernstein & Company, LLC in Chicago, IL and has over 3 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Alliance Bernstein | Chicago, IL | May 2021 - Current | 2 |
Duff & Phelps | Chicago, IL | Sep 2020 - Apr 2021 | < 1 |
Unemployed | Holland, MI | Mar 2020 - Sep 2020 | < 1 |
Full Time Student | East Lansing, MI | Aug 2019 - May 2020 | < 1 |
Mayberry Water & Power Company | East Lansing, MI | Aug 2019 - Mar 2020 | < 1 |
Duff & Phelps | Chicago, IL | Jun 2019 - Aug 2019 | < 1 |
Full Time Student | East Lansing, MI | Aug 2018 - Jun 2019 | < 1 |
Calder Capital, Llc - Business Brokers | Grand Rapids, MI | May 2018 - Aug 2018 | < 1 |
Giordano's | Holland, MI | May 2018 - Aug 2018 | < 1 |
Full Time Student | East Lansing, MI | Aug 2017 - May 2018 | < 1 |
Tiara Yachts | Holland, MI | May 2017 - Aug 2017 | < 1 |
Full Time Student | East Lansing, MI | Aug 2016 - May 2017 | < 1 |
Gsi Industries Inc. | Holland, MI | Jun 2016 - Aug 2016 | < 1 |
Old Navy | Holland, MI | Aug 2015 - Jun 2016 | < 1 |
Full Time Student | Holland, MI | Sep 2014 - Aug 2015 | < 1 |
Mr. Kozak's Gyros | Holland, MI | Jun 2014 - Sep 2014 | < 1 |
Full Time Student | Holland, MI | Aug 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
S63 | Uniform Securities State Law Examination | Aug 2020 |
- TX
-
Total Assets Under Management3,707MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$112,333,333
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.