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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Marc Miller is a financial advisor with over 25 years of experience in the financial services industry. Jon Marc has been with Wells Fargo Clearing Services, LLC since 2014, and has a strong track record of providing personalized financial advice to individuals and families. Prior to joining Wells Fargo, Jon Marc worked with UBS Financial Services Inc., Piper Jaffray & Co., and U.S. Bancorp Investments, Inc., gaining experience in various aspects of the financial services industry. Jon Marc is dedicated to helping clients achieve their financial goals and strives to build long-term relationships with each of his clients.
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.
Investment consulting services to institutional clients
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.
1
2
NE
09/15/2014 - Present
Wells Fargo Clearing Services, LLC (LINCOLN NE)
NE
08/12/2006 - 09/12/2014
UBS FINANCIAL SERVICES INC. (LINCOLN NE)
NE
02/09/2000 - 08/12/2006
PIPER JAFFRAY & CO. (OMAHA NE)
MN
02/16/1996 - 09/04/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NA
07/19/1994 - 03/22/1996
FIRSTIER SECURITIES, INC.
IA
Issued 07/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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