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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Miller is a registered investment advisor representative with &partners, LLC. Jared is a licensed investment advisor in multiple states, including South Carolina, Texas and Tennessee. His firm provides portfolio management for individuals, businesses and investment companies. They also offer financial planning, pension consulting, educational seminars, and research report services. Jared has been in the industry since 2017 and has a strong track record of providing investment advice to clients. He is also a member of the Series 66, Series 7 and SIE.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
04/19/2024 - Present
&partners (NASHVILLE TN)
SC
09/27/2018 - 04/25/2024
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)
SC
12/07/2017 - 07/12/2018
EDWARD JONES (COLUMBIA SC)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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