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Scott H. Miller

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CRD#: 4273882
SM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott Hammond Miller was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 2000. Scott had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)Name of Business : Scott H Miller Company PC Address: Scottsdale, AZ Nature of the Business: Accounting/CPA Position/Title: Officer - CEO Investment Related:No Start Date: 01/01/1986 Hours per month devoted to this business: 200 Hours per month devoted to this business during trading hours: 160 Description of duties: CPA firm owner and manager 2. Name of Business : Jaskson Roskelly Wealth Advisors Address: 9590 E. Ironwood Sq. Dr. Suite 110,Scottsdale, AZ Nature of the Business: Independent RIA Position/Title: Independent RIA Investment Related:Yes Start Date: 01/01/2010 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: Registered Professional Partner

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 27, 2018 - May 29, 2020

JACKSON ROSKELLEY WEALTH ADVISORS, INC.

RIA
CRD#: 116530
SCOTTSDALE, AZ
Past

August 31, 2016 - January 12, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SCOTTSDALE, AZ
Past

July 8, 2016 - January 12, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
SCOTTSDALE, AZ
Past

December 15, 2010 - April 29, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
SCOTTSDALE, AZ
Past

November 22, 2010 - April 3, 2017

JACKSON ROSKELLEY WEALTH ADVISORS, INC.

RIA
CRD#: 116530
SCOTTSDALE, AZ
Past

September 24, 2010 - April 29, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
SCOTTSDALE, AZ
Past

March 28, 2002 - October 4, 2010

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
SCOTTSDALE, AZ
Past

November 24, 2000 - October 4, 2010

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
SCOTTSDALE, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/2/2000
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JR
JACKSON ROSKELLEY WEALTH ADVISORS, INC.
BANKERS FINANCIAL SERVICES, INC | ROBERT L. JACKSON | ROBERT JACKSON | JACKSON ROSKELLEY WEALTH ADVISORS, INC. | JACKSON FINANCIAL ADVISORS, INC | JACKSON FINANCIAL ADVISORS | JACKSON FIANCIAL ADVISORS

CRD#: 116530 / SEC#:

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Contact information


Main Address
9590 E. Ironwood Square Drive Suite 110, Scottsdale, AZ 85258
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JACKSON ROSKELLEY WEALTH ADVISORS, INC.

CRD#: 116530

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