Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Miller is a financial advisor with over 20 years of experience in the industry. Jonathan is currently registered with Blackrock Investment Management, LLC and holds Series 3, 7, 9, 24, 63 and 66 licenses. Jonathan specializes in providing financial advice to individuals, businesses, and investment companies. Jonathan has previously held positions at VP Distributors LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, X-Change Financial Access, LLC, Barclays Capital Inc., Lehman Brothers Inc., Deutsche Bank Securities Inc., and NatWest Securities Corporation. Jonathan is committed to providing his clients with the highest level of service and expertise.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
08/11/2022 - Present
Blackrock Investment Management, LLC (Denver CO)
NY
12/21/2018 - 02/19/2019
VP DISTRIBUTORS LLC (NEW YORK NY)
NY
10/23/2015 - 12/17/2018
VP DISTRIBUTORS LLC (NEW YORK NY)
NY
12/19/2012 - 09/28/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
08/03/2012 - 01/08/2013
X-CHANGE FINANCIAL ACCESS, LLC (CHICAGO IL)
NY
09/22/2008 - 06/27/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/18/2007 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/02/1998 - 10/16/2007
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/29/1997 - 03/12/1998
NATWEST SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/17/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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