Jacquelyn Miller, financial advisor Santa Rosa CA
93 score

Jacquelyn Miller

CRD Number: 3143821
Current Firm: Western International Securities

Jacquelyn Miller (CRD# 3143821) is an Investment Advisor Representative working at Western International Securities in Santa Rosa, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Western International Securities, Inc. Santa Rosa, CA Aug 2017 - Current < 1
The Social Equity Group Santa Rosa, CA Mar 2016 - Current 2
Financial West Group Santa Rosa, CA Mar 2004 - Current 14
Financial West Group Santa Rosa, CA Oct 1998 - Current 19
Taxperts Santa Rosa, CA Jan 1989 - Current 29
Council On Aging Of Sonoma County Santa Rosa, CA Mar 1988 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Jun 2001
Contact Info for Jacquelyn G. Miller
Phone Number: 626-793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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

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