Best Investors Account Sign in
Inactive

Joshua Daniel Miller

Monarch Fiduciary, LLC

Kansas City, MO

Claim This Profile
Current Employers
Monarch Fiduciary, Llc

117 Nw 101St Pl, Kansas City, MO 64155 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-06-30
  • MO RA
    APPROVED
    Since 2026-06-30

Branch Locations

117 Nw 101St Pl, Kansas City, MO 64155 • 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
Jack Henry Kansas City MO 03/2018 Present
Riskiq Shawnee KS 08/2016 02/2018
  • 03/2018 → Present
    Jack Henry
    Kansas City, MO
  • 08/2016 → 02/2018
    Riskiq
    Shawnee, KS
Other Businesses

I am an employee of Jack Henry. The firm has elements that are investment-related and/or adjacent to securities. Jack Henry is publicly traded on the NASDAQ and is a well-rounded fintech that serves primarily community financial institutions. I am a remote employee, however, the firm is headquartered at 663 US-60, Monett, MO 65708. I am a principal architect of information security. My role is not investment related. I have been with the company for 8 years. I work full time, generally 8am-5pm CST, although this varies due to the nature of the work. To be clear, this is my primary employer and this role gets first and foremost priority before any consulting or advising I may otherwise engage in. However, in practice, conflicts are largely non-existent given I deploy predetermined investment strategies based on suitability analysis. I do not engage in high-frequency trading or other forms of business that would present a conflict of interest with my time and attention. Moreover, I do not advise for or against any securities related to my primary employer. If necessary, I will refer clients to an alternate advisor to avoid even the perception of a conflict of interest. I also own a very tiny web design and hosting company: Unleashed Design Group, LLC. This business is not investment related. I operate it from my home residence. I build and host websites for a few friends respective small businesses. The business was established in 2015. It represents no material amount of hours to operate.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-06
  • S65 Uniform Investment Adviser Law Examination
    2025-06-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Kansas City, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor