Jeffrey S. Miller

COURAGE MILLER PARTNERS

Norfolk, VA 23510

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CRD#: 5465165

Professional summary

Jeffrey Samuel Miller is a registered financial advisor currently at COURAGE MILLER PARTNERS, LLC located in Norfolk, Virginia and COURAGE KORVING MILLER PARTNERS, LLC located in Norfolk, Virginia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeffrey has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Since February 2018, I have been employed by PRICE'S AUTOMATIC TRANSMISSION REPAIR, INC., a non-investment related auto repair business, located at 152 N Witchduck Rd Virginia Beach, VA 23462. I currently provide part-time consulting services to this business upon request. I devote approximately 5 to 10 hours per month to this business, half of which generally occurs during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Samuel 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

October 28, 2008 - Present

COURAGE MILLER PARTNERS, LLC

Office #1: World Trade Center 101 W. Main Street, Suite 720, Norfolk, VA 23510

RIA

CRD#: 147360

Norfolk, VA

Current

October 7, 2022 - Present

COURAGE KORVING MILLER PARTNERS, LLC

Office #1: World Trade Center 101 W. Main Street Suite 720, Norfolk, VA, 23510

RIA

CRD#: 318067

Norfolk, VA

Past

February 28, 2008 - August 22, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NORFOLK, VA

Past

February 4, 2008 - August 22, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NORFOLK, VA

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".

COURAGE MILLER PARTNERS, LLC

COURAGE MILLER PARTNERS, LLC | MARK PARTNERS, LLC | COURAGE PARTNERS, LLC. | COURAGE PARTNERS, LLC

CRD#: 147360 / SEC#: 801-69242

RIA

Registered Investment Advisory firm - (6/12/2008 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

Texas
(4/29/2020)

IAR

Virginia
(10/28/2008)

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: 2/27/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/1/2008

General Securities Representative Examination

Current Firm

COURAGE MILLER PARTNERS, LLC

COURAGE MILLER PARTNERS, LLC | MARK PARTNERS, LLC | COURAGE PARTNERS, LLC. | COURAGE PARTNERS, LLC

CRD#: 147360 / SEC#: 801-69242

RIA

Registered Investment Advisory firm - (6/12/2008 Approved)

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Contact information

Main Address

World Trade Center 101 W. Main Street, Suite 720, Norfolk, VA 23510

Mailing Address

Phone number

(757) 390-3100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/29/2025)

Regulatory assets under management

Total Number of Accounts	888
AUM (Assets Under Management)	$ 418,763,157

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/15/2024	Cover Page	Report
12/13/2023	Cover Page	Report
01/12/2023	Cover Page	Report

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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Jeffrey S. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Samuel Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

COURAGE MILLER PARTNERS, LLC

COURAGE KORVING MILLER PARTNERS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

COURAGE MILLER PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2008

Series 7

Date: 2/1/2008

Current Firm

COURAGE MILLER PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COURAGE MILLER PARTNERS, LLC

TRUST BUT VERIFY

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