JM
Jeffrey W. Miller
ONEPOINT BFG WEALTH PARTNERS
St. Petersburg, FL
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CRD#: 1966407
JM
Jeffrey W MillerONEPOINT BFG WEALTH PARTNERS
Professional summary
Jeffrey W Miller is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in St. Petersburg, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF LIFE, HEALTH, LTC, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2) 50% OWNER, M&JM PROPERTIES, LLC, MY HOME ADDRESS, INVESTMENT RENTAL PROPERTY, START DATE: 6/3/2016, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, INVESTMENT-RELATED. 3)80% OWNER, GS1250FL, LLC, LEGAL ENTITY - RECEIVING WMC AND RISK COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 08/26/2021, HOURS PER MONTH: 0-5, INVESTMENT RELATED, HOURS DURING SECURITIES TRADING HOURS: 0-5, FLORIDA BASED LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES. 4) 100% OWNER, ROWLAND600, LLC, LEGAL ENTITY, START DATE: 11/5/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER 5) 100% Owner, 504 Libbie LLC, Rental Property, start date 2019, 0-5 hours, owner 6) 10% Owner, 149 E 49 Retail LLC, rental property, start date 2015, 0 -5 hours, Passive member 7) 2.3% owner, 4.6% in GST trust, 695 Lex Partners LLC, rental property, start date 2019, 0-5 hours, passive member 8) 5.651% owner, 3612 Broadway LLC, rental property, start date 2007, 0-5 hours, passive member 9) passive investor, Cantor Silverstein QOZ Trust, qualified opportunity limited partnership, start date 2021, 0-5 hours, 10) board member, CKG Foundation, not for profit charity, start date 2019, 0-5 hours 11) owner, Common House LLC, social club 206 Market St. Charlottesville, VA 22902, start date 2016, 0 hours, passive member 12) limited partner, Markel Eagle Partners Fund II, real estate limited partnership, start date 2011, 0 hours, passive investor 13) passive investor, limited partnership, Northwestern Mutual Private Equity Coinvestment Fund I, LP, 720 E Wisconsin Ave., Northwestern Mutual Milwaukee, WI 53202, start date 2021 14) owner, TIA Ventures Fund III LP, Venture capital fund, NY, NY, start date 2022, 0 hours, owner
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey W Miller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 24, 2025 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #2: 504 Libbie Avenue, Richmond, VA 23226RIA
CRD#: 318366
St. Petersburg, FL
Past
November 26, 2007 - January 24, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
St Petersburg, FL
Past
April 29, 2003 - April 30, 2007
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY
RIA
CRD#: 109729
MILWAUKEE, WI
Past
August 15, 1989 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
August 15, 1989 - March 24, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
St Petersburg, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | VOYAGE WEALTH ARCHITECTS | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP
CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - (2/14/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/9/2025)
IAR
Virginia(3/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | VOYAGE WEALTH ARCHITECTS | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP
CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - (2/14/2022 Approved)Loading...
Contact information
Main Address
300 Kimball Drive Suite 310, Parsippany, NJ 07054
Mailing Address
Phone number
(973) 575-4180
Established
Firm type
Fiscal year end
# of Employees
176
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,268 |
| AUM (Assets Under Management) | $ 12,128,656,187 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
