Jeffrey Frank Miller

Current Employers

Windmiller

2679 Main St. Suite 300-1126, Littleton, CO 80120 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-07-18

CO RA
APPROVED

Since 2024-07-18

Branch Locations

2679 Main St. Suite 300-1126, Littleton, CO 80120 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Consulting	Seattle	WA	01/2017	06/2018
Unitedhealthcare	Glendale	CA	05/2014	01/2017
Sound Financial Group	Lake Stevens	WA	10/2018	04/2024
Windmiller Llc	Morrison	CO	05/2024	Present
Sound Financial Group	Lake Stevens	WA	03/2024	12/2024
Business & Insurance Consulting	Seattle	WA	01/2017	10/2018

01/2017 → 06/2018

Consulting

Seattle, WA
05/2014 → 01/2017

Unitedhealthcare

Glendale, CA
10/2018 → 04/2024

Sound Financial Group

Lake Stevens, WA
05/2024 → Present

Windmiller Llc

Morrison, CO
03/2024 → 12/2024

Sound Financial Group

Lake Stevens, WA
01/2017 → 10/2018

Business & Insurance Consulting

Seattle, WA

Previous Registrations

2018-10-08 → 2024-04-10

Sound Financial, Llc

Lake Stevens, WA

Other Businesses

Insurance Agent- 10 hours per week

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-09-14

S65 Uniform Investment Adviser Law Examination

2018-09-14

Other Names

Jeffrey Miller

View on SEC IAPD