JM
JM

Jeffery Scott Miller

35 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
2,058 clients
Average Client Portfolio
$118K average
Assets Under Management
$242.5M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

9718 N Morton Ct, Spokane, WA, 99218

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffery owns a rental condo and is involved with the condo association since 1992. He spends a few hours per week on general maintenance and administrative duties.

Employment History
Current Registrations
Wealth Asset Managers
May 2002 - Present · 23 yrs 9 mos
Nelson Securities,inc.Broker
June 1992 - Present · 33 yrs 8 mos
Previous Registrations
Empire Securities Incorporated of WashingtonBroker
July 1990 - April 1992 · 1 yr 9 mos
State Registrations11 states
FLGAIDKSNCNYORUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeffery Scott Miller - Financial Advisor | TrueAdvisor