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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 Michael Miner is a financial advisor registered with Charles Schwab & CO., Inc. based in Seattle, WA. Jeffrey has been in the financial industry since May 2002. Jeffrey holds FINRA Series 7, 9, 10, 66 securities licenses and is licensed in 21 states. Jeffrey is also a registered Investment Advisor Representative with Charles Schwab & CO., Inc. in Colorado and Washington. In addition to working with Charles Schwab & CO., Inc., Jeffrey is also the owner of Black Fox Properties LLC and Red House Properties, LLC. Jeffrey has over 20 years of experience in the financial services industry and is committed to providing personalized financial advice to help his clients achieve their financial 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
WA
10/25/2022 - Present
Charles Schwab & CO., Inc. (Seattle WA)
TN
02/08/2005 - 02/10/2006
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
MI
05/13/2002 - 10/08/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
12/18/2001 - 04/25/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/18/2001 - 04/25/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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