Jonathan Miller (CRD# 6199113) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Helena, MT and has over 10 years of experience in the finance industry.
CRD# 6827433
Edward Jones
CRD# 1131711
Lpl Financial LLC
CRD# 4491059
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Helena, MT | Jan 2019 - Current | 5 |
| State Farm Vp Management Corp. | Helena, MT | Oct 2015 - Current | 8 |
| Jon Miller Insurance Agency | Helena, MT | Oct 2015 - Current | 8 |
| State Farm Vp Management Corp | Helena, MT | May 2013 - Oct 2015 | 2 |
| State Farm Insurance | Helena, MT | May 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2013 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- MT
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Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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