JM
JM

Jon Miller

32 Years of Experience
Lincoln, NE
1 DisclosureBroker

Jon Miller is a registered investment advisor at Wells Fargo Advisors, based in Lincoln, NE, with 32 years of industry experience. Jon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6003 Old Cheney Rd Ste 200, Lincoln, NE, 68516

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2007
Denied
Other Business Activities

Jon co-owns a farm and Shoemaker Miller Real Estate LLC with his spouse, dedicating a few hours per week to each. He also serves as a trustee for his father's trust, requiring minimal time, and co-owns Clear Sky Flyers, LLC, spending a few hours per week on it.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
September 2014 - Present · 12 yrs 1 mo
Wells Fargo Advisors
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
UBS Financial Services INC.Broker
August 2006 - September 2014 · 8 yrs 1 mo
UBS Financial Services INC.
August 2006 - September 2014 · 8 yrs 1 mo
Piper Jaffray & CO.
March 2000 - August 2006 · 6 yrs 5 mos
Piper Jaffray & CO.Broker
February 2000 - August 2006 · 6 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
February 1996 - September 2001 · 5 yrs 7 mos
Firstier Securities, INC.Broker
July 1994 - March 1996 · 1 yr 8 mos
State Registrations25 states
AKAZCACOFLGAIAILINKSKYMDMNMONENVNYOHOKORPATNTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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