Jamison Miller, financial advisor Providence RI
90 score

Jamison Miller

CRD Number: 5600658
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jamison Miller (CRD# 5600658) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Providence, RI May 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence, RI Apr 2014 - Current 2
Morgan Stanley Smith Barney Providence, RI Jul 2012 - Apr 2014 1
Benefit Concepts, Inc. East Providence, RI Sep 2009 - Jul 2012 2
Unemployed East Greenwich, RI May 2009 - Sep 2009 < 1
Oppenheimer & Co Providence, RI Apr 2009 - May 2009 < 1
Citigroup Global Markets Inc. Providence, RI Sep 2008 - Apr 2009 < 1
Unemployed East Greenwich, RI May 2008 - Sep 2008 < 1
Uri Kingston, RI Sep 2007 - May 2008 < 1
195 Marketing Providence, RI May 2007 - Sep 2007 < 1
Uri Kingston, RI Sep 2006 - May 2007 < 1
Stop & Shop East Greenwich, RI May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Jamison D. Miller
Phone Number: 800-637-7455
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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