JM
JM

Jeremy Miller

8 Years of Experience
Cottonwood Heights, UT
Broker

Jeremy Miller is a registered investment advisor at Raymond James & Associates, INC., based in Cottonwood Heights, UT, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6985 Union Park Ave, Suite 500, Cottonwood Heights, UT, 84047

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2025 - Present · 1 yr 2 mos
Raymond James & Associates, INC.Broker
April 2025 - Present · 1 yr 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2011 - March 2013 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2011 - March 2013 · 2 yrs 2 mos
Wells Fargo Investments, LLC
December 2005 - January 2011 · 5 yrs 1 mo
Wells Fargo Investments, LLCBroker
October 2005 - January 2011 · 5 yrs 3 mos
State Registrations16 states
AZCACOCTFLHIMONENVOKORPATXUTVAWA
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.