Jeffrey MilesCRD Number: 1196780
Current Firm: Transamerica Financial Advisors, Inc.
Jeffrey Miles (CRD# 1196780) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Clearfield, UT and has over 33 years of experience in the finance industry.
Foresters Equity Services, Inc.
Stratos Wealth Partners, Ltd
Cash Flow Investment Services LLC
|Miles Maerch Company||North Ogden, UT||Jun 2015 - Current||1|
|Cmb Merchandisng LLC||North Ogden, UT||Jun 2015 - Current||1|
|Transamerica Financial Advisors, Inc.||Clearfield, UT||Jan 2012 - Current||5|
|Legends Marketing Alliance||Farmington, UT||Dec 2010 - Current||6|
|World Financial Group, Inc.||Clearfield, UT||Dec 2010 - Current||6|
|Power House Real Estate||Alpharetta, GA||Nov 2009 - Current||7|
|Adzzoo||Mcdonough, GA||May 2009 - Apr 2013||3|
|Advanced Financial And Insurance||Farmington, UT||Mar 2005 - Apr 2013||8|
|World Group Securities, Inc.||Draper, UT||Sep 2011 - Jan 2012||< 1|
|Investment Advisors International, Inc.||Draper, UT||Aug 2011 - Jan 2012||< 1|
|First Financial Security||Johns Creek, GA||Jan 2005 - Apr 2011||6|
|United 1st Financial||Bluffdale, UT||Aug 2008 - Dec 2010||2|
|World Equity Group, Inc.||Arlington Heights, IL||Jul 2007 - Oct 2010||3|
|Financial Leadership Advisors, Inc.||Johns Creek, GA||Dec 2006 - Sep 2009||2|
|Wooosh||Alpharetta, GA||Dec 2008 - May 2009||< 1|
|Global Equity Lending||Duluth, GA||Aug 2002 - Dec 2008||6|
|Global Referral Alliance||Johns Creek, GA||Feb 2005 - Nov 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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