Paul Miller, financial advisor Milwaukee WI
93 score

Paul Miller

CRD Number: 1159425
Current Firm: J.p. Morgan Securities LLC

Paul Miller (CRD# 1159425) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Milwaukee, WI and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Milwaukee, WI Oct 2012 - Current 4
Pmg Life Agency Inc. Elgin, IL Nov 2004 - Current 12
Pmg Securities Corporation Elgin, IL Sep 2004 - Current 12
Pmg Asset Management Inc. Elgin, IL Sep 2004 - Current 12
Investors Brokerage Services Inc. Schaumburg, IL Feb 2004 - Current 12
Pmg Marketing Inc. Elgin, IL Jan 2004 - Current 12
Chase Investment Services Corp. Chicago, IL Jul 2005 - Oct 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Paul K. Miller
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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