Jonathan Miller (CRD# 4506066) is an Investment Advisor Representative working at Commonwealth Financial Network in Lockport, NY and has over 21 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centerbridge Planning Group | Lockport, NY | Feb 2021 - Current | 3 |
| Commonwealth Financial Network | Waltham, MA | Feb 2021 - Current | 3 |
| Cornerstone Capital Wealth Management | Clarence Center, NY | May 2012 - Current | 11 |
| Geneos Wealth Management Inc. | Clarence Center, NY | Mar 2016 - Feb 2021 | 4 |
| Transamerica Financial Advisors, Inc. | Clarence Center, NY | May 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- NY
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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