JM
JM

Jeffrey Miller

18 Years of Experience
St. Petersburg, FL
Broker

Jeffrey Miller is a registered investment advisor, based in St. Petersburg, FL, with 18 years of industry experience.

Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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

Jeffrey owns rental real estate property since 2017, dedicating a few hours per week to maintenance. This activity is investment-related.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2023 - Present · 3 yrs 3 mos
Raymond James Financial Services Advisors, INC
June 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
June 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
PNC Investments
May 2014 - June 2023 · 9 yrs 1 mo
PNC InvestmentsBroker
May 2014 - June 2023 · 9 yrs 1 mo
Key Investment Services LLCBroker
April 2008 - May 2014 · 6 yrs 1 mo
Key Investment Services LLC
April 2008 - May 2014 · 6 yrs 1 mo
Mcdonald Investments INC.
February 2006 - November 2006 · 9 mos
Mcdonald Investments INC.Broker
October 2005 - November 2006 · 1 yr 1 mo
State Registrations2 states
INOH
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.
Jeffrey Miller - Financial Advisor | TrueAdvisor