Joshua Miller, financial advisor Westport CT
93 score

Joshua Miller

CRD Number: 5499867
Current Firm: J.p. Morgan Securities LLC

Joshua Miller (CRD# 5499867) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westport, CT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Westport, CT Feb 2015 - Current 1
Northwestern Mutual Investment Services, LLC Westport, CT Aug 2013 - Feb 2015 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2013 - Feb 2015 1
Northwestern Mutual Investment Services, LLC Westport, CT Jun 2008 - Feb 2015 6
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2011 - May 2013 1
Northwestern Mutual Investment Services, LLC Westport, CT Jul 2011 - May 2013 1
J Philip Bender Westport, CT Feb 2008 - May 2013 5
Norwestern Mutual Investment Services Westport, CT Feb 2008 - Jun 2008 < 1
Unemployed Stamford, CT Aug 2007 - Feb 2008 < 1
Humanity In Action Brooklyn, NY Jun 2007 - Aug 2007 < 1
Udropwesell Fairfield, CT Jul 2004 - May 2007 2
Southern Connecticut State University New Haven, CT Sep 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Joshua M. Miller
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CT
  • TX
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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