Jeffrey John Miller

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2005-12-20 → 2014-10-03
  Gwn Securities Inc.
  Wayne, PA
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Churchville, PA
  Churchville, PA
• 2004-07-28 → 2005-12-21
  Voya Financial Partners, Llc
  Conshohocken, PA
• 2003-11-20 → 2004-10-20
  Princeton Equity Advisors, Llp
  Huntingdon Valley, PA
• 2003-08-15 → 2004-08-11
  Gunnallen Financial, Inc
  Churchville, PA
• 2003-02-06 → 2003-07-18
  Valic Financial Advisors, Inc.
  Blue Bell, PA

Other Businesses

LICENSED INSURANCE AGENT KADES MARGOLIS, Is Investment Related, Financial services, sales manager, 2014-12-15, 120 hours per month, 0 hours per month during trading hours, Salary Compensation, "Recruit, train and develop new advisors to the firm to perform various activities within our niche market. Participate in management meetings to assist in company's growth and client service initiatives."

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-18
• S63 Uniform Securities Agent State Law Examination
  1988-05-16