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Tonya Miller

J.p. Morgan Securities LLC

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About Tonya Miller

Tonya Miller is a financial advisor with J.P. Morgan Securities LLC in Florissant, MO. Tonya has been in the financial services industry since 2001 and has experience working with individuals, businesses, and institutions. Tonya is a licensed securities professional and holds Series 6, 7, 63, 66, and SIE licenses. Tonya Miller is registered with the state of Missouri and Kansas to provide investment advice. Tonya has previously held positions at PFS Investments Inc., Thrivent Investment Management Inc., Fifth Third Securities, Inc., W&S Brokerage Services, Inc., TD Waterhouse Investor Services, Inc., and Edward Jones.

Firm Information

Tonya Miller is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Tonya Miller’s Registration & Firm History

MO

09/29/2023 - Present

J.p. Morgan Securities LLC (Florissant MO)

MO

04/13/2021 - 04/29/2021

PFS INVESTMENTS INC. (FLORISSANT MO)

MO

06/29/2016 - 06/28/2019

THRIVENT INVESTMENT MANAGEMENT INC. (ST LOUIS MO)

MO

03/18/2014 - 01/12/2015

FIFTH THIRD SECURITIES, INC. (ST. LOUIS MO)

MO

10/01/2007 - 03/23/2009

FIFTH THIRD SECURITIES, INC. (ST. LOUIS MO)

MO

02/07/2006 - 04/02/2007

W&S BROKERAGE SERVICES, INC. (SAINT ANN MO)

NE

07/24/2003 - 02/27/2004

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

MO

02/21/2001 - 01/09/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 10/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/23/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Tonya Miller. Review regulatory record here.
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