Jonathan Ashton Miller

Employer firm

Credit Union Investment Services CRD 144871

$111.0K regulatory AUM 36,300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2022 → Present
  Secu Brokerage Services
  Raleigh, NC
• 02/2022 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 06/2015 → Present
  State Employees' Credit Union
  Raleigh, NC
• 06/2022 → Present
  Credit Union Investment Services
  Raleigh, NC

Other Businesses

State Employees' Credit Union. Investment Related Business. Nature: Financial Services. OSJ Office Address: Raleigh, NC SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 2/2022. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Jonathan Miller, 307 Spring St., Durham NC 27703. Not investment related. Title: Sneaker Reseller. Duties: Sell retro Jordans, Nike, etc. on occasion. Hrs/mo devoted to other business: 10. None during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-10