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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Miller has been a registered representative for over 18 years, and is currently an investment advisor representative at Edward Jones. Jeffery has provided financial advice to individuals, businesses, and institutional clients, including pension and profit-sharing plans. Jeffery is a Certified Financial Planner and has earned a Series 63, 65, 7 and SIE license. Jeffery has been with Edward Jones since 2011. Prior to joining Edward Jones, Jeffery worked for U.S. BANCORP INVESTMENTS, INC. in Carlyle, IL from 2004 to 2011. Jeffery's professional experience demonstrates a commitment to providing financial planning services to clients in multiple states.
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
IL
09/23/2011 - Present
Edward Jones (MARION IL)
IL
12/13/2004 - 09/26/2011
U.S. BANCORP INVESTMENTS, INC. (CARLYLE IL)
IA
Issued 08/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
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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