James David Miller

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 10/2003 → 01/2025
  Lincoln Financial Advisors
  Nashville, TN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Nashville, TN

Previous Registrations

• 2004-03-17 → 2025-01-24
  Osaic Fa, Inc.
  Nashville, TN
  Nashville, TN

Other Businesses

1. JAMES MILLER, 2100 WEST END AVE SUITE 800 NASHVILLE TN 37203 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: EMPLOYEE DUTIES: DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE START DATE: 10/2003 HOURS PER MONTH:220 HOURS PER MONTH DURING TRADING HOURS: 130 2. NAME AND ADDRESS: UNITED METHODIST MINISTER, BRENTWOOD, TN 37027 CATEGORY: RELIGIOUS/CLERGY INVESTMENT RELATED: NO TITLE: MINISTER DUTIES: OFFICIATE AT FUNERAL COMMITTAL SERVICES AND WEDDINGS. START DATE: 01/01/2012 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 3. EAST NASHVILLE WELLNES CENTER POSITION: BOARD OF DIRECTORS NATURE: NON-PROFIT 501C3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 3926 GALLATIN PIKE SUITE B, NASHVILLE TN 37216, United States DESCRIPTION: TO BE THE ONLY NON-MEDICAL PERSON ON THE BOARD. TO HELP WITH VISION AND IMPLEMENTATION OF MISSION

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-31
• S63 Uniform Securities Agent State Law Examination
  1999-02-09

Other Names

• James David Miller