Kelli MillerCRD Number: 5041001
Current Firm: J.p. Morgan Securities LLC
Kelli Miller (CRD# 5041001) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 12 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|J.p. Morgan Securities LLC||Houston, TX||Oct 2012 - Current||9|
|Wamu Investments, Inc.||Houston, TX||Nov 2008 - Current||13|
|Chase Investment Services Corp.||Pasadena, TX||May 2009 - Oct 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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