Jonathan James Miles

Current Employers

Employment History

• 07/2016 → 11/2017
  Infinex Investments, Inc.
  Naples, FL
• 11/2017 → 06/2019
  Oppenheimer & Co. Inc.
  Saraosta, FL
• 06/2019 → 03/2020
  Southport Capital
  Sarasota, FL
• 03/2020 → 03/2022
  Hancock Whitney Bank
  Bradenton, FL
• 03/2020 → 03/2022
  Hancock Whitney Investment Services, Inc.
  Bradenton, FL
• 03/2022 → Present
  First Horizon Advisors
  Sarasota, FL
• 08/2025 → Present
  Lpl Financial Llc
  Sarasota, FL

Previous Registrations

• 2022-03-08 → 2025-08-21
  First Horizon Advisors, Inc.
  Sarasota, FL
• 2020-04-01 → 2022-03-15
  Hancock Whitney Investment Services Inc.
  Bradenton, FL
  New Orleans, LA
  Bradenton, FL
  Holmes Beach, FL
  Bradenton, FL
  St. Petersburg, FL
  Clearwater, FL
  Tarpon Springs, FL
• 2019-06-13 → 2020-03-31
  Southport Capital
  Sarasota, FL
  Chattanooga, TN
• 2017-11-14 → 2019-06-14
  Oppenheimer & Co. Inc.
  Sarasota, FL
• 2016-07-01 → 2017-11-10
  Osaic Institutions, Inc.
  Charlotte, NC
  Boynton Beach, FL
  Naples, FL
  Fort Myers, FL
  Bradenton, FL
• 2013-02-21 → 2016-07-01
  Essex National Securities, Llc
  Sarasota, FL
  St. Petersburg, FL
  Boynton Beach, FL
  Naples, FL
• 2012-07-05 → 2013-01-31
  Msi Financial Services, Inc.
  Sarasota, FL
• 2012-04-02 → 2012-05-10
  Equitable Advisors, Llc
  Sarasota, FL
  Tampa, FL
  Tampa, FL

Other Businesses

1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 08/05/2025 - 160 hours per month/ during trading 2- 08/21/2025 - Sand Dollar Design LLC - Business Owner - President - Not Investment Related - Home Based - Start Date 02/08/2017 - 20 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2012-03-29

Designations

Other Names

• Jonathan James Miles
• Jon Miles
• Jonny Miles
• Jonathan Miles