Unclaimed Profile

Jordan Michael Miller

TOWNSQUARE CAPITAL, LLC·PROVO, Utah

SIE, Series 7, Series 65Clean record8 years registeredTOWNSQUARE CAPITAL, LLC

5314 RIVER RUN DRIVE, PROVO, UT 84604CRD# 6081272Firm CRD# 288576

Profile Verification

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

Identity

Jordan Michael Miller · PROVO, UT

Registration

CRD #6081272 · TOWNSQUARE CAPITAL, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TOWNSQUARE CAPITAL, LLC

TOWNSQUARE CAPITAL, LLC

Jan 2018 – Aug 2022

PROVO, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · January 26, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOWNSQUARE CAPITAL, LLC

CRD 288576 · SEC 801-110591

AUM

$8.8B

Regulatory assets under management

Employees

33,539 client accounts

Services offered by TOWNSQUARE CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at TOWNSQUARE CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jordan Michael Miller offer?

Jordan Michael Miller specializes in Investment Management, Retirement Planning, Wealth Management.

What are Jordan Michael Miller's credentials?

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

Where is Jordan Michael Miller located?

Jordan Michael Miller is based in PROVO, Utah, last registered with TOWNSQUARE CAPITAL, LLC.

How does Jordan Michael Miller charge for services?

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

How large is TOWNSQUARE CAPITAL, LLC?

TOWNSQUARE CAPITAL, LLC has approximately 17 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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