Jeffrey MileyCRD Number: 1581153
Current Firm: Raymond James & Associates, Inc.
Jeffrey Miley (CRD# 1581153) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Jackson, MS and has over 36 years of experience in the finance industry.
Bergland Wealth Management, Inc.
|Raymond James & Associates, Inc.||Jackson, MS||Feb 2013 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1986|
|S65||NASAA Investment Advisors Law Examination||Feb 1998|
Total Assets Under Management306,121MILLIONS
Total Number of Accounts950,978ACCOUNTS
Average Account Value$321,902
- 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
- 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, 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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