Joshua Thomas Miller

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → 05/2026
  J.P. Morgan Securities Llc
  Belmont, NC
• 01/2025 → 05/2026
  Jpmorgan Chase Bank, N.A.
  Belmont, NC
• 06/2021 → 01/2025
  Homemaker
  Fort Mill, SC
• 07/2020 → 05/2021
  O Connell Financial Group- Northwestern Mutual
  Clearwater, FL
• 03/2019 → 06/2020
  United Rentals
  Clearwater, FL
• 11/2017 → 09/2018
  Pinellas County Government
  Clearwater, FL
• 08/2015 → 05/2018
  St Petersburg College
  St Petersburg, FL
• 10/2018 → 03/2019
  One Family Insurance
  Dunedin, FL
• 07/2026 → Present
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 07/2026 → Present
  Wells Fargo Bank, Na
  Charlotte, NC

Previous Registrations

• 2015-03-19 → 2015-09-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL
• 2013-01-23 → 2015-01-26
  Morgan Stanley
  Pasadena, CA
  St. Petersburg, FL
  Pasadena, CA
• 2012-06-13 → 2012-10-01
  Ubs Financial Services Inc.
  Sherman Oaks, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-07
• S63 Uniform Securities Agent State Law Examination
  2025-03-07
• S66 Uniform Combined State Law Examination
  2012-06-12

Other Names

• Joshua Thomas Miller
• Joshua T Miller
• Joshua Miller