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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hurst Miller is an investment advisor representative registered with Rockefeller Financial LLC and Rockefeller Capital Management. Jeffrey has over 20 years of experience in the financial services industry, holding registrations in both California and Texas. Jeffrey focuses on financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jeffrey has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Jeffrey is also a 5% owner of Beer of the Day, a business that he describes as not investment-related.
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.
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CA
04/12/2021 - Present
Rockefeller Financial LLC (Los Angeles CA)
CA
01/03/2011 - 04/14/2021
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
CA
03/01/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WESTLAKE VILLAGE CA)
CA
06/07/2004 - 11/02/2006
E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)
IA
Issued 07/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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