William Miller
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
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.
- Edward JonesApr 2026 to now
- StifelDec 2024 to Apr 2026
- Florida Financial Advisors dba Tristate Financial AdvisorsDec 2023 to Nov 2024
- Twisted OaksMay 2023 to Jul 2023
- AmazonJun 2021 to Jan 2022
- Milligan UniversityAug 2020 to Apr 2024
- Dekalb County HighschoolAug 2017 to May 2020
- Smithville City PoolMay 2016 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7942513
- Firm CRD
- 250