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JAMAR TRENT MILLER
JAY MILLER
CRD#: 3230542
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 ONE DESTINY WAY
WESTLAKE, TX 76262
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 DALLAS, TX
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2002 - 2005 (2 years)2 FIRMS2005 - 2005 (<1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2008 - Present (17 years)BFIDELITY INVESTMENTS INSTITUTI... (CRD# 17507)2006 - 2008 (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2005 - 2006 (<1 year)BCAPITAL BROKERAGE CORPORATION (CRD# 10465)2001 - 2002 (<1 year)BMORGAN STANLEY DW INC. (CRD# 7556)2000 - 2001 (1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2007 - 2018 (11 years)
License(s)

State Registrations

B
California 9/1/2023

B
New York 11/19/2024

B
Florida 11/17/2022

B
North Carolina 9/1/2023

B
Georgia 11/19/2024

B
Oklahoma 1/1/2008

B
Iowa 3/16/2020

B
Texas 1/1/2008

B
Louisiana 1/1/2008

IA
Texas 7/13/2018

B
Michigan 9/1/2023

IA
Utah 7/13/2018

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
ONE DESTINY WAY, WESTLAKE, TX 76262
DALLAS, TX
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
DALLAS, TX
ONE DESTINY WAY, WESTLAKE, TX 76262
Registered with this firm since 1/1/2008

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/02/2007 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) DALLAS, TX
B
10/24/2006 - 01/01/2008 FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507) GRAPEVINE, TX
B
11/16/2005 - 10/25/2006 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) WESTLAKE, TX
IA
05/03/2005 - 08/09/2005 XCU CAPITAL CORPORATION, INC. (CRD#:19899) DALLAS, TX
B
04/25/2005 - 08/09/2005 XCU CAPITAL CORPORATION, INC. (CRD#:19899) RALEIGH, NC
IA
09/11/2002 - 04/19/2005 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) ADDISON, TX
B
09/11/2002 - 04/19/2005 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) HOUSTON, TX
B
11/16/2001 - 10/02/2002 CAPITAL BROKERAGE CORPORATION (CRD#:10465) GLEN ALLEN, VA
B
01/04/2000 - 08/06/2001 MORGAN STANLEY DW INC. (CRD#:7556) PURCHASE, NY
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B
Broker
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Investment Adviser
Disclosures
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