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 registered investment advisor representative associated with Avantax Advisory Services. Jonathan's firm manages approximately $41.7 billion in assets under management. Jonathan has been in the financial services industry since September 2021 and currently holds Series 7TO, SIE, and Series 66 licenses. Jonathan has a strong history of providing exceptional client service and has experience in retirement planning and wealth management. Jonathan's client base includes high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
GA
02/26/2024 - Present
Avantax Advisory Services (Atlanta GA)
BOTH
Issued 02/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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