Unclaimed Profile

Jonathan Edward Miller

PARSONEX ADVISORY SERVICES, INC.·ENGLEWOOD, Colorado

SIE, Series 6, Series 7, Series 24, Series 26, Series 52TO, Series 53, Series 63, Series 65, Series 79, Series 99TOClean record14 years registeredPARSONEX ADVISORY SERVICES, INC.

8310 S. VALLEY HIGHWAY, ENGLEWOOD, CO 80112CRD# 4153196Firm CRD# 160275

Profile Verification

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

Identity

Jonathan Edward Miller · ENGLEWOOD, CO

Registration

CRD #4153196 · PARSONEX ADVISORY SERVICES, INC. · 14 years registered

Brand Profile

Not yet started

Career History

PARSONEX ADVISORY SERVICES, INC.

Jan 2021 – present

PARSONEX ADVISORY SERVICES, INC.

Apr 2012 – Dec 2020

ENGLEWOOD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 52TO

Series 53

Series 63

Series 65

Series 79

Series 99TO

Registration record

First registered · April 9, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARSONEX ADVISORY SERVICES, INC.

CRD 160275 · SEC 801-74543

AUM

$152M

Regulatory assets under management

Employees

487 client accounts

Services offered by PARSONEX ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PARSONEX ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Jonathan Edward Miller offer?

Jonathan Edward Miller specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ENGLEWOOD, Colorado for a consultation.

What are Jonathan Edward Miller's credentials?

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

Where is Jonathan Edward Miller located?

Jonathan Edward Miller is based in ENGLEWOOD, Colorado, working with PARSONEX ADVISORY SERVICES, INC.. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does Jonathan Edward Miller charge for services?

Jonathan Edward Miller's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARSONEX ADVISORY SERVICES, INC.?

PARSONEX ADVISORY SERVICES, INC. has approximately 5 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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