Inactive

Jonathan A Miller

Independent Financial Partners

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Current Employers

Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-12-17

NY RA
APPROVED

Since 2025-12-17

Branch Locations

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

126 Professional Parkway, Lockport, NY 14094 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

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

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

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

S66 Uniform Combined State Law Examination

2009-09-11
S63 Uniform Securities Agent State Law Examination

2002-07-12

Other Names

Jonathan A Miller

View on SEC IAPD

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STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL

INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL

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AE WEALTH MANAGEMENT, LLC · Tampa, FL

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