Miller T. Jones

DALTON WEALTH PLANNERS

DALTON, GA 30721

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CRD#: 5442936

Professional summary

Miller Talley Jones III, CFP®, who also goes by Miller Talley Jones, is a registered financial advisor currently at DALTON WEALTH PLANNERS located in Dalton, Georgia.

Miller is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Miller has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Miller Talley Jones

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. Fixed Insurance sales; 0% of time spent during business hours, as of 2015, conducted at branch; investment related. 2. POA; non-client; Located in Dalton, GA, as of 03/24/2021; 0% of time spent during business hours; Not conducted at branch location; Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miller Talley Jones III'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®

CFP^®

Certified Financial Planner

Experience

Current

May 5, 2025 - Present

DALTON WEALTH PLANNERS

Office #1: 1515 Abutment Rd, Suite 105, Dalton, GA 30721

RIA

CRD#: 334952

DALTON, GA

Past

October 23, 2015 - August 5, 2024

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Dalton, GA

Past

October 22, 2015 - August 5, 2024

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Dalton, GA

Past

December 21, 2007 - November 2, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

DALTON, GA

Past

December 13, 2007 - November 2, 2015

LPL FINANCIAL LLC

CRD#: 6413

DALTON, GA

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

Georgia
(5/5/2025)

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: 12/20/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/12/2007

General Securities Representative Examination

Current Firm

DALTON WEALTH PLANNERS

CRD#: 334952 / SEC#:

Georgia

Registered Investment Advisory firm - (5/5/2025 Approved)

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Contact information

Main Address

1515 Abutment Rd, Suite 105, Dalton, GA 30721

Mailing Address

Po Box 664, Dalton, GA 30722

Phone number

(706) 719-4261

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.

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Miller T. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miller Talley Jones III's CRS (Customer Relationship Summary).

Certified licenses

Experience

DALTON WEALTH PLANNERS

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/12/2007

Current Firm

DALTON WEALTH PLANNERS

Contact information

Documents

Red Flags

Company Information

DALTON WEALTH PLANNERS

TRUST BUT VERIFY

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