JM
JM

Justin Miller

18 Years of Experience
Saint Peters, MO
Broker

Justin Miller is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Peters, MO, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5700 Mexico Rd, Suite 2, Saint Peters, MO, 63376

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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

Justin is the owner of CAKKS Financial LLC and Fireside Financial. He dedicates minimal time to CAKKS Financial LLC and a few hours per week to Fireside Financial.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2016 - Present · 9 yrs 9 mos
Raymond James Financial Services, INC.
August 2016 - Present · 9 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Edward Jones
December 2007 - August 2016 · 8 yrs 8 mos
Edward JonesBroker
November 2007 - August 2016 · 8 yrs 9 mos
State Registrations17 states
AZCACOFLHIILINKYMAMONCNVOHPATXVAWI
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.
Justin Miller - Financial Advisor | TrueAdvisor