Jeffrey Scott Miles

Current Employers

Employment History

• 12/2014 → Present
  Mcclone Agency
  Menasha, WI
• 08/2016 → 01/2018
  Sii Investments, Inc.
  Menasha, WI
• 02/2018 → Present
  Lpl Financial Llc
  Menasha, WI
• 01/2020 → 10/2022
  Advisors' Pride Inc.
  Menasha, WI
• 10/2022 → Present
  Gateway Financial Partners, Llc
  Menasha, WI

Previous Registrations

• 2020-01-08 → 2022-12-31
  Advisors' Pride Inc.
  Appleton, WI
  Menasha, WI
• 2017-08-11 → 2018-02-14
  Sii Investments, Inc.
  Menasha, WI

Other Businesses

1. 02/14/2018 - JP Development LLC - Not Investment Related - Real Estate Rental - Authorized Member - Land held for development. 2. 02/14/2018 - JS Holdings Inc. - Not Investment Related - APPLETON, WI 54911 - Real Estate Rental - 5 Hours Per Month. 3. 02/14/2018 - McClone Agency - Investment Related - Non-Variable Insurance - 10 Hours Per Month - Life/Health/DI/LTC. 4. 02/14/2018 - Claymann Creek LLC - Not Investment Related - Appleton, WI - Real Estate Rental - Co-owner/Project Manager/Bookkeeper - Start Date 2008 - 7.5 Hours Per Month. 5. 02/14/2018 - McClone Agency - Not Investment Related - Outside/W-2 Employment - Life Risk Advisor - 160 Hours Per Month. 6. 02/14/2018 - MFPP Inc. - Not Investment Related - Hortonville, WI - Real Estate Rental - Co-Owner/Vice President - 0 Hours Per Month/0 Hours During Securities Trading. 7. 02/14/2018 - McClone Retirement Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 8. 03/18/2020 - Advisors' Pride Inc. - DBA: McClone Retirement Advisors - Registered Investment Advisor DBA - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 03/11/2020 - 160 Hours Per Month/ 140 Hours During Trading 9. 12/01/2022 - Gateway Wealth Partners - DBA: McClone Ret - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 12/01/2022 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through McClone Ret, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial 10. 12/01/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 12/01/2022 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-10
• S63 Uniform Securities Agent State Law Examination
  2010-11-16

Other Names

• Jefrey Scott Miles