Jeremy David Miller

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 05/2005 → 03/2025
  Wells Fargo Bank, N.A.
  Salt Lake City, UT
• 03/2025 → Present
  Raymond James & Associates Inc.
  Cottonwood Heights, UT

Previous Registrations

• 2011-01-03 → 2013-03-13
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  Charlotte, NC
• 2005-12-21 → 2011-01-03
  Wells Fargo Investments, Llc
  Salt Lake City, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2025-05-21

Other Names

• Jeremy David Miller
• Jeremy D Miller