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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy John Miller is a registered investment advisor with Morgan Stanley. Jeremy has been in the financial services industry since 1999. He has experience as an investment advisor representative at both Morgan Stanley and CITIGROUP GLOBAL MARKETS INC. Jeremy is licensed to provide investment advice in a variety of states, including Oregon, Texas, California, and New York. His firm, Morgan Stanley, is a leading financial services company with over $10 billion in assets under management. Morgan Stanley offers a wide range of investment products and services, including portfolio management, financial planning, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
OR
10/08/2021 - Present
Morgan Stanley (Portland OR)
OR
06/01/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
IA
Issued 06/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1999
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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