Jonathan MillerCRD Number: 4506066
Current Firm: Geneos Wealth Management, Inc.
Jonathan Miller (CRD# 4506066) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Clarence Center, NY and has over 15 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Geneos Wealth Management Inc.||Clarence Center, NY||Mar 2016 - Current||1|
|Cornerstone Capital Wealth Management||Clarence Center, NY||May 2012 - Current||5|
|Transamerica Financial Advisors, Inc.||Clarence Center, NY||May 2012 - Mar 2016||3|
|Next Financial Group||Cheektowaga, NY||Jan 2010 - May 2012||2|
|Unemployed||Buffalo, NY||Nov 2009 - Jan 2010||< 1|
|Key Investment Services LLC||Buffalo, NY||Jan 2009 - Oct 2009||< 1|
|Cco Investment Services Corp||Rochester, NY||Jan 2007 - Dec 2008||1|
|Axa Advisors||Williamsville, NY||Dec 2003 - Dec 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management2,024MILLIONS
Total Number of Accounts10,968ACCOUNTS
Average Account Value$184,545
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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, VT, WA, WI, WV
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