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Jasmine R Miller

Kilter Group

Peoria, AZ

Rhinebeck, NY

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Current Employers
Kilter Group

Rhinebeck, NY • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-14
AZ RA APPROVED 2024-10-22
  • TX RA
    APPROVED_RES
    Since 2024-11-14
  • AZ RA
    APPROVED
    Since 2024-10-22

Branch Locations

Peoria, AZ • United States

Rhinebeck, NY • 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
Woodley Farra Manion Portfolio Management Indianapolis IN 03/2014 10/2017
Invst, Llc Indianapolis IN 10/2017 10/2023
Thrivent Financial Minneapolis MN 10/2022 07/2024
Kilter Group Llc Peoria AZ 07/2024 Present
  • 03/2014 → 10/2017
    Woodley Farra Manion Portfolio Management
    Indianapolis, IN
  • 10/2017 → 10/2023
    Invst, Llc
    Indianapolis, IN
  • 10/2022 → 07/2024
    Thrivent Financial
    Minneapolis, MN
  • 07/2024 → Present
    Kilter Group Llc
    Peoria, AZ
Other Businesses

INSURANCE AGENT. NOT INVESTMENT RELATED. TIME SPENT IS LESS THAN 5% EACH MONTH, IF APPLICABLE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-28
S63 Uniform Securities Agent State Law Examination 2014-01-24
  • S65 Uniform Investment Adviser Law Examination
    2024-05-28
  • S63 Uniform Securities Agent State Law Examination
    2014-01-24
Other Names
  • Jasmine Renee Lewis

View on SEC IAPD

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