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Brian T. Miller

J.p. Morgan Institutional Investments Inc.

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About Brian T. Miller

Brian T. Miller is a financial advisor who has been in the industry since 1997. Brian is currently registered with J.P. Morgan Institutional Investments Inc. and has been with the firm since January 2011. Previously, Brian has also worked with firms such as JPMorgan Distribution Services, Inc., Nuveen Investments, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Funds Distributor, Inc., and Banc One Securities Corporation. Brian is a Series 6, 7, 26, 63, and 65 licensed professional and has extensive experience in the financial industry. Brian holds registrations in Michigan, Minnesota, Ohio and Wisconsin.

Firm Information

Brian Miller is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brian Miller’s Registration & Firm History

NJ

01/03/2011 - Present

J.p. Morgan Institutional Investments Inc. (Jersey City NJ)

OH

11/04/2010 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

IL

03/15/2007 - 10/13/2010

NUVEEN INVESTMENTS, LLC (CHICAGO IL)

MI

08/02/2005 - 03/12/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)

ME

12/12/2000 - 05/04/2005

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

IL

02/02/2000 - 12/01/2000

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NJ

04/16/1997 - 02/07/2000

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 11/23/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2000

Series 7 - General Securities Representative Examination

BC

Issued 04/14/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian T. Miller.
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