Jonathan Edward Miller
Investment adviser representative at Parsonex Advisory Services, Inc.
20 yearsExperience
4 statesRegistered in
$271.3MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Liberty Partners Financial ServicesNov 2021 to now
- Modern Capital SecuritiesNov 2021 to now
- Avere Financial Group, LLC.Jun 2015 to now
- Parsonex Advisory Services, Inc.Apr 2012 to now
- Parsonex Securities, Inc.May 2007 to now
- Parsonex Insurance Agency, Inc.Sep 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 4 states (CO, IA, NJ, TX).
Parsonex Advisory Services, Inc.
$271.3MAssets managed
331Clients
12Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4153196
- Firm CRD
- 160275