Jeffrey Miles, financial advisor Clearfield UT
81 score

Jeffrey Miles

CRD 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 32 years of experience in the finance industry.

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Company Name Location Dates Years
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 4
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey G. Miles
Phone Number: 727-299-1800
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV

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BADGES
81

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