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Jonathan Miller

Morgan Stanley

Alpharetta, GA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-06-22
TX RA APPROVED_RES 2026-06-22
  • GA RA
    APPROVED
    Since 2026-06-22
  • TX RA
    APPROVED_RES
    Since 2026-06-22

Branch Locations

3 Edison Drive, Alpharetta, GA 30005 • 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
OrganizationCityStateFromTo
Legacy Capital Advisors Atlanta GA 09/2021 05/2026
Best Buy Colorado Springs CO 08/2016 04/2021
Unemployed Colorado Springs CO 05/2021 08/2021
Avantax Investment Services Inc. Atlanta GA 04/2023 09/2025
Avantax Advisory Services Atlanta GA 04/2023 09/2025
Cetera Wealth Services, Llc Atlanta GA 09/2025 05/2026
Cetera Investment Advisers Llc Schaumburg IL 09/2025 05/2026
Morgan Stanley Alpharetta GA 06/2026 Present
  • 09/2021 → 05/2026
    Legacy Capital Advisors
    Atlanta, GA
  • 08/2016 → 04/2021
    Best Buy
    Colorado Springs, CO
  • 05/2021 → 08/2021
    Unemployed
    Colorado Springs, CO
  • 04/2023 → 09/2025
    Avantax Investment Services Inc.
    Atlanta, GA
  • 04/2023 → 09/2025
    Avantax Advisory Services
    Atlanta, GA
  • 09/2025 → 05/2026
    Cetera Wealth Services, Llc
    Atlanta, GA
  • 09/2025 → 05/2026
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 06/2026 → Present
    Morgan Stanley
    Alpharetta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-23
  • S66 Uniform Combined State Law Examination
    2024-02-23
Other Names
  • Jonathan D Miller
  • Jonathan David Miller
  • Jon Miller
  • John Miller

View on SEC IAPD

Other Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

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