Jeffrey Miner, financial advisor Seattle WA

Jeffrey Miner

CRD Number: 4478731
Current Firm: Charles Schwab & Company, Inc.

Jeffrey Miner (CRD# 4478731) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seattle, WA and has over 22 years of experience in the finance industry.

Similar Advisors
Eric Maclean, ChFC®, CLU®, AIF®, financial advisor Seattle WA
Eric S. Maclean, ChFC®, CLU®, AIF®
CRD# 5925615
Securities America Advisors, Inc.
Similar Advisors
Jeffrey Janeway, financial advisor Seattle WA
Jeffrey C. Janeway
CRD# 6533806
Harbour Investments, Inc.
Similar Advisors
Angela Jolley, financial advisor Seattle WA
Angela M. Jolley
CRD# 4337938
Aspire Capital Advisors LLC
Company Name Location Dates Years
Red House Properties, LLC Morrison, CO Dec 2015 - Current 8
Black Fox Properties LLC Morrison, CO Oct 2010 - Current 13
Charles Schwab & Company, Inc. Seattle, WA Feb 2006 - Current 18
Charles Schwab Investment Management Lone Tree, CO Jan 2020 - Dec 2021 1
Schwab Private Client Investment Advisory, Inc. Lone Tree, CO Jul 2015 - Apr 2017 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Jeffrey M. Miner
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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, 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

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Miner and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.