Unclaimed Profile

Jeffrey Alan Miller

JCSD CAPITAL, LLC·WALNUT CREEK, California

Clean recordJCSD CAPITAL, LLC

1981 N. BROADWAY BLVD., WALNUT CREEK, CA 94596CRD# 2370893Firm CRD# 163084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Alan Miller · WALNUT CREEK, CA

Registration

CRD #2370893 · JCSD CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Alan Miller is a registered financial advisor based in WALNUT CREEK, California, affiliated with JCSD CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

JCSD CAPITAL, LLC

AUM

$120M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JCSD CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2370893

Firm CRD# 163084

View on FINRA BrokerCheck →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Alan Miller offer?

Jeffrey Alan Miller specializes in Retirement Planning. Contact their office in WALNUT CREEK, California for a consultation.

What are Jeffrey Alan Miller's credentials?

Jeffrey Alan Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Alan Miller located?

Jeffrey Alan Miller is based in WALNUT CREEK, California, working with JCSD CAPITAL, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Jeffrey Alan Miller charge for services?

Jeffrey Alan Miller's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JCSD CAPITAL, LLC?

JCSD CAPITAL, LLC has approximately 3 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →