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Jeffery Alan Miller

Lasalle ST Securities, LLC

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About Jeffery Alan Miller

Jeffery Alan Miller is a financial advisor with LaSalle ST Securities, LLC, a firm he joined on June 1, 2015. Jeffery has been working in the financial services industry since November 2, 1988. He has licenses for Series 4, Series 7 and Series 63. He is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and a general securities representative. Jeffery is also registered with the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. His previous experience includes roles at Heartland Investment Associates, Inc. and Berthel, Fisher & Company Financial Services, Inc.

Firm Information

Jeffery Miller is currently registered with Lasalle ST Securities, LLC. Lasalle ST Securities, LLC is a Limited Liability Company formed in April 1999. The firm is registered in all 50 states and the District of Columbia. They have also received approval for a SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

59

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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Jeffery Miller’s Registration & Firm History

IA

06/01/2015 - Present

Lasalle ST Securities, LLC (Marion IA)

IA

07/23/1991 - 05/14/2015

HEARTLAND INVESTMENT ASSOCIATES, INC. (HIAWATHA IA)

IA

10/11/1988 - 07/16/1991

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)

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Licenses & Designations

BC

Issued 09/06/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/1992

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Jeffery Alan Miller. Review regulatory record here.
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