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Jackson Kaye Miller

Investment adviser representative at Fiduciary Benefits Group
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Fiduciary Benefits GroupMay 2023 to now
  2. Nfp Retirement, IncDec 2021 to May 2023
  3. Reilly Financial AdvisorsApr 2016 to Dec 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Fiduciary Benefits Group

$1.1BAssets managed
309Clients
4Advisers
3 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
6003639
Firm CRD
326204
Advisor's SEC record (opens in a new tab)
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