Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Douglas Miller is a registered Investment Advisor Representative with JD Miller CPA, A Professional Corp. Jack has been in the industry since December 2009 and holds a Series 7 General Securities Representative Examination. Jack is registered to provide advisory services in the state of California and has a specialization in providing financial planning, pension consulting, and selection of other advisers. Jack has over 25 clients and manages over $45 million in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/14/2010 - Present
JD Miller CPA, A Professional Corp. (VALLEJO CA)
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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