Jandin Miller (CRD# 6331537) is an Investment Advisor Representative working at Independent Financial Partners in Manistee, MI and has over 5 years of experience in the finance industry.
CRD# 5592683
Edward Jones
CRD# 2840647
Transamerica Retirement Advisors, LLC
CRD# 2956596
Huntington Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Partners | Tampa, FL | Apr 2014 - Current | 10 |
| Callesen Wealth Management | Manistee, MI | Apr 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- MI
-
Total Assets Under Management9,761MILLIONS
-
Total Number of Accounts37,391ACCOUNTS
-
Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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