Aaron James Miller

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → Present
  Raymond James Financial Services,Inc.
  Indianapolis, IN
• 01/2009 → Present
  Raymond James Financial Services Advisors Inc.
  Indianapolis, IN
• 12/2012 → 04/2018
  Miller Financial Services, Llc
  Indianapolis, IN
• 10/2013 → Present
  Non-Variable Insurance
  Indianapolis, IN

Other Businesses

1) PENN MUTUAL:INVESTMENT RELATED; YES:10/01/2013-PRESENT, 9449 PRIORITY WAY WEST DR. STE 119 INDIANAPOLIS, IN:POSITION/TITLE: AGENT:ACTIVITY TYPE: NON-VARIABLE. HOURS PER MONTH DEVOTED TO THIS BUSINESS: 2-10, HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 2-10, DESCRIPTION OF DUTIES: LICENSED AGENT W/ PENN MUTUAL AND PACIFIC LIFE OFFERING NON-VARIABLE LIFE INSURANCE POLICIES. 2) MILLER WEALTH ADVISORS, LLC 9449 PRIORITY WAY WEST DR,SUITE 119,INDIANAPOLIS, IN 46240 NATURE OF THE BUSINESS: SUPPORT COMPANY/DBA (OWNER) SUPPORT COMPANY/DBA (OWNER) INVESTMENT RELATED:NO 02/19/2014 0 HOURS PER MONTH DEVOTED 0 HOURS PER MONTH DURING TRADING HOURS: 0 OWNER, FINANCIAL ADVISOR (SUPPORT COMPANY)

Exams

• S66 Uniform Combined State Law Examination
  2009-01-09