Jeremiah Thomas Miller
Investment adviser representative at Principal Securities, Inc.
11 yearsExperience
2 statesRegistered in
$17BFirm assets
28 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 feeOther
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
11 years in the industry.
- Bridge Street Wealth StrategiesJul 2026 to now
- Pinnacle Wealth PartnersJul 2025 to now
- Jt Miller Financial LLCJan 2021 to now
- Piprude FinancialJan 2021 to now
- Principal Life Insurance CompanyJan 2020 to now
- Principal Securities, Inc.Mar 2016 to now
- Principal Life Insurance CompanyMay 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 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
- 6494659
- Firm CRD
- 1137