Jeffrey MillerCRD Number: 1210732
Current Firm: Ameriprise Financial Services, Inc.
Jeffrey Miller (CRD# 1210732) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in West Des Moines, IA and has over 33 years of experience in the finance industry.
Iron Horse Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Lpl Financial LLC
|Ameriprise Financial Services Inc.||West Des Moines, IA||May 2016 - Current||1|
|Jr Miller Advisors||W Des Moines, IA||Sep 2007 - Current||10|
|Investment Centers Of America||W. Des Moines, IA||Sep 2008 - May 2016||7|
|Ameritas Investment Corp.||W Des Moines, IA||May 1998 - Sep 2008||10|
|Transamerica Occidental Life||Des Mlines, IA||Jul 1985 - Sep 2008||23|
|Jr Miller Financial||W Des Moines, IA||Jan 2005 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1984|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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