Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jason Miller is a financial advisor with Stifel, Nicolaus & Company, Inc. and has been in the industry since 2006. James Jason Miller is a licensed and registered advisor in the state of Missouri. James Jason Miller has been associated with Stifel, Nicolaus & Company, Inc. since 2016 and previously worked for EDWARD JONES from 2006 to 2016. James Jason Miller offers financial planning, portfolio management for individuals and businesses, portfolio management for pooled investment vehicles and other financial services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
09/16/2016 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
IL
02/24/2006 - 08/18/2016
EDWARD JONES (GODFREY IL)
BOTH
Issued 06/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/18/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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