Jonathan A Miller

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

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

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

Current Employers

Employment History

• 03/2016 → 02/2021
  Geneos Wealth Management Inc.
  Clarence Center, NY
• 05/2012 → Present
  Cornerstone Capital Wealth Management
  Clarence Center, NY
• 02/2021 → Present
  Centerbridge Planning Group
  Lockport, NY
• 02/2021 → 11/2025
  Commonwealth Financial Network
  Waltham, MA
• 11/2025 → Present
  Independent Financial Partners
  Tampa, FL
• 11/2025 → Present
  Ifp Securities Llc
  Tampa, FL

Previous Registrations

• 2021-02-26 → 2025-12-04
  Commonwealth Financial Network
  Lockport, NY
• 2016-03-11 → 2021-03-03
  Geneos Wealth Management, Inc.
  Clarence Center, NY
• 2012-05-02 → 2016-03-15
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  Clarence Center, NY
  Mt. Pleasant, PA
  Clarence Center, NY
  Bow, NH
• 2012-02-02 → 2012-05-03
  Next Financial Group, Inc.
  Cheektowaga, NY

Exams

• S66 Uniform Combined State Law Examination
  2009-09-11
• S63 Uniform Securities Agent State Law Examination
  2002-07-12

Other Names

• Jonathan A Miller