Jonathan Miller, financial advisor Clarence Center NY
93 score

Jonathan Miller

CRD 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 14 years of experience in the finance industry.

Similar Advisors
Steven Elwell, financial advisor Clarence Center NY
Steven M. Elwell
CRD# 6041661
Level Financial Advisors, Inc.
Score
103
Similar Advisors
Gregory Ahrens, CFP, ChFC, financial advisor Clarence Center NY
Gregory A. Ahrens, CFP, ChFC
CRD# 5386619
Park Avenue Securities LLC
Score
101
Similar Advisors
Joseph Feeley, financial advisor Clarence Center NY
Joseph P. Feeley
CRD# 4649710
Linwood Investment Advisors Inc.
Score
101
Company Name Location Dates Years
Geneos Wealth Management Inc. Clarence Center, NY Mar 2016 - Current < 1
Cornerstone Capital Wealth Management Clarence Center, NY May 2012 - Current 4
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
Contact Info for Jonathan A. Miller
Phone Number: 303-785-8470
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,024
    MILLIONS
  • Total Number of Accounts
    10,968
    ACCOUNTS
  • Average Account Value
    $184,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.