Jennifer L. Miller

FIELDER CAPITAL GROUP LLC

Nashville, TN 37203

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CRD#: 5441723

Professional summary

Jennifer Lea Miller, who also goes by Jennifer Lea Evans, is a registered financial advisor currently at FIELDER CAPITAL GROUP LLC located in Nashville, Tennessee.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jennifer has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Lea Evans

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lea Miller's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 2, 2021 - Present

FIELDER CAPITAL GROUP LLC

Office #1: 1222 Demonbreun Street Suite 1610, Nashville, TN 37203

RIA

CRD#: 156737

Nashville, TN

Past

January 28, 2020 - August 9, 2021

BEACON CAPITAL MANAGEMENT, LLC

RIA

CRD#: 156228

FRANKLIN, TN

Past

June 29, 2011 - December 11, 2018

CHOREO, LLC

RIA

CRD#: 111221

ROCHESTER, MN

Past

May 3, 2011 - July 17, 2012

BIRCHTREE FINANCIAL SERVICES LLC

CRD#: 15014

ROCHESTER, MN

Past

January 1, 2008 - February 28, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

ROCHESTER, MN

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".

FIELDER CAPITAL GROUP LLC

FIELDER CAPITAL GROUP LLC | FIELDER CAPITAL GROUP, LLC

CRD#: 156737 / SEC#: 801-110357

RIA

Registered Investment Advisory firm - (4/10/2017 Approved)

New York

Registered Investment Advisory firm - (5/15/2017 Terminated)

Texas

Registered Investment Advisory firm - (5/15/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Tennessee
(9/2/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/29/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/21/2007

General Securities Representative Examination

Current Firm

FIELDER CAPITAL GROUP LLC

FIELDER CAPITAL GROUP LLC | FIELDER CAPITAL GROUP, LLC

CRD#: 156737 / SEC#: 801-110357

RIA

Registered Investment Advisory firm - (4/10/2017 Approved)

New York

Registered Investment Advisory firm - (5/15/2017 Terminated)

Texas

Registered Investment Advisory firm - (5/15/2017 Terminated)

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Contact information

Main Address

1222 Demonbreun Street Suite 1610, Nashville, TN 37203

Mailing Address

Phone number

(212) 918-4860

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIELDER CAPITAL GROUP LLC DISCLOSURE BROCHURE (7/2/2025)

Regulatory assets under management

Total Number of Accounts	572
AUM (Assets Under Management)	$ 1,063,292,971

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.

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Jennifer L. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lea Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIELDER CAPITAL GROUP LLC

BEACON CAPITAL MANAGEMENT, LLC

CHOREO, LLC

BIRCHTREE FINANCIAL SERVICES LLC

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

FIELDER CAPITAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/29/2008

Series 7

Date: 12/21/2007

Current Firm

FIELDER CAPITAL GROUP LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIELDER CAPITAL GROUP LLC

TRUST BUT VERIFY

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