Jeffrey Aaron Miller

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/1998 → Present
  Maines Equipment And Supply
  Conklin, NY
• 01/2002 → Present
  H & R Block
  Endicott, NY
• 07/2002 → 09/2025
  Avantax Investment Services, Inc.
  Vestal, NY
• 02/2003 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Vestal, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Vestal, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-03 → 2025-09-05
  Avantax Advisory Services
  Johnson City, NY
  Dallas, TX
  Vestal, NY

Other Businesses

1)Miller Financial Services~'NIR'~116 Harry L Drive~Johnson City~NY~13790~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/2003~100hrs~100hrs~Tax return preparation

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-02-04