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Julie Miller

Edward Jones

Brecksville, OH

CRD 6990955

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-09
OH RA APPROVED 2019-02-19
  • TX RA
    APPROVED_RES
    Since 2021-07-09
  • OH RA
    APPROVED
    Since 2019-02-19

Branch Locations

Brecksville, OH • 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
Unemployed Lyndhurst OH 02/2018 11/2018
Sanofi Bridgewater NJ 02/2016 02/2018
First Command Fort Worth TX 07/2018 11/2018
First Command Financial Planning, Inc. Fort Worth TX 11/2018 01/2019
First Command Advisory Services, Inc. Fort Worth TX 11/2018 01/2019
First Command Insurance Services, Inc. Fort Worth TX 11/2018 01/2019
Edward Jones St.LOuis MO 02/2019 Present
  • 02/2018 → 11/2018
    Unemployed
    Lyndhurst, OH
  • 02/2016 → 02/2018
    Sanofi
    Bridgewater, NJ
  • 07/2018 → 11/2018
    First Command
    Fort Worth, TX
  • 11/2018 → 01/2019
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2018 → 01/2019
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 11/2018 → 01/2019
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 02/2019 → Present
    St.LOuis, MO
Previous Registrations
Other Businesses

Julie Miller Type of business: Rental Property Lyndhurst, OH Start date: 10/15/2018 Owner Hours per week: 1 Hours during trading: 0 Owner of single residence rental property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-07
  • S66 Uniform Combined State Law Examination
    2018-11-07
Designations
  • Certified Financial Planner
Other Names
  • Julie French
  • Julie Esper

View on SEC IAPD

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