Unclaimed
Jared Miller is a financial advisor at Edward Jones with over 7 years of experience in the financial services industry. Jared is registered to provide investment advice in Connecticut and Texas. Jared has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations. His areas of expertise include financial planning, retirement planning, and investment management. Jared is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CT
03/03/2021 - Present
Edward Jones (SOUTHPORT CT)
CT
05/22/2017 - 08/27/2018
PETER R. MACK & CO., INC. (Weston CT)
CT
12/12/2016 - 07/23/2018
WESTPORT CAPITAL MARKETS, LLC (WESTPORT CT)
CT
08/24/2016 - 04/26/2017
PETER R. MACK & CO., INC. (WESTON CT)
BOTH
Issued 09/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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