Josh Miles, financial advisor Boise ID

Josh Miles

CRD Number: 2612679
Current Firm: Raymond James & Associates, Inc.

Josh Miles (CRD# 2612679) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boise, ID and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Boise, ID Aug 2016 - Current 7
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Aug 2016 1
Morgan Stanley Smith Barney Boise, ID Jun 2009 - Aug 2016 7
Citigroup Global Markets Inc. Boise, ID Jan 1999 - Aug 2016 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Josh J. Miles
Phone Number: 727-567-1000
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
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
  • 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, WY

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