Brian Miles, financial advisor Snoqualmie WA

Brian Miles

CRD Number: 1467665
Current Firm: Edward Jones

Brian Miles (CRD# 1467665) is an Investment Advisor Representative working at Edward Jones in Snoqualmie, WA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Saint Louis, MO Jan 2020 - Current 1
Unemployed Seattle, WA Oct 2019 - Dec 2019 < 1
Valic Financial Advisors, Inc. Seattle, WA Feb 2012 - Sep 2019 7
Investments For You Inc. Marysville, OH Mar 2011 - Dec 2011 < 1
Unemployed Bellevue, WA Jul 2010 - Mar 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Brian Miles
Phone Number: 314-515-2000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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