JM
JM

Jared Miller

5 Years of Experience
Chicago, IL
Broker

Jared Miller is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Chicago, IL, with 5 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
439 advisors
IM Fee
Planning only
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

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

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Location

227 WEST MONROE Street, Suite 5900, Chicago, IL, 60606

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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
Sanford C. Bernstein & CO., LLC
March 2024 - Present · 2 yrs 4 mos
Alliancebernstein L.P.
June 2023 - Present · 3 yrs 1 mo
Sanford C. Bernstein & CO., LLC
August 2021 - Present · 4 yrs 11 mos
Sanford C. Bernstein & CO., LLCBroker
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Duff & Phelps Securities LLCBroker
October 2020 - May 2021 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Jared Miller - Financial Advisor | TrueAdvisor