Jeni Lynn Millar
Investment adviser representative at Raymond James Financial Services Advisors, Inc
14 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsOther
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
14 years in the industry.
- Voyager Wealth AdvisorsJun 2025 to now
- Raymond James Financial Services Advisors, IncFeb 2020 to now
- Raymond James Financial Services Inc.Jul 2019 to now
- Integrated Wealth StrategiesJan 2024 to Jun 2025
- Integrated Wealth StrategiesJul 2019 to Jan 2023
- Fintech ConsultingOct 2018 to Jun 2019
- Medical LeaveJun 2018 to Sep 2018
- North Harbor Wealth ManagementSep 2017 to May 2018
- Planned Security ResourcesNov 2012 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (UT).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6145251
- Firm CRD
- 149018