Jeni Lynn Millar

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2021-02-22

Branch Locations

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

Organization	City	State	From	To
Planned Security Resources	Sandy	UT	11/2012	09/2017
North Harbor Wealth Management	Sandy	UT	09/2017	05/2018
Medical Leave	Sandy	UT	06/2018	09/2018
Fintech Consulting	Islin	NJ	10/2018	06/2019
Raymond James Financial Services Inc.	Salt Lake City	UT	07/2019	Present
Raymond James Financial Services Advisors	Salt Lake City	UT	02/2020	Present
Integrated Wealth Strategies	Sandy	UT	07/2019	01/2023
Voyager Wealth Advisors	Salt Lake City	UT	06/2025	Present
Integrated Wealth Strategies	Sandy	UT	01/2024	06/2025

11/2012 → 09/2017

Planned Security Resources

Sandy, UT
09/2017 → 05/2018

North Harbor Wealth Management

Sandy, UT
06/2018 → 09/2018

Medical Leave

Sandy, UT
10/2018 → 06/2019

Fintech Consulting

Islin, NJ
07/2019 → Present

Raymond James Financial Services Inc.

Salt Lake City, UT
02/2020 → Present

Raymond James Financial Services Advisors

Salt Lake City, UT
07/2019 → 01/2023

Integrated Wealth Strategies

Sandy, UT
06/2025 → Present

Voyager Wealth Advisors

Salt Lake City, UT
01/2024 → 06/2025

Integrated Wealth Strategies

Sandy, UT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-02-13

Other Firms