Jackson K. Miller

FIDUCIARY BENEFITS GROUP

Lake Elsinore, CA

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CRD#: 6003639

Professional summary

Jackson Kaye Miller, AIF®, CFP® is a registered financial advisor currently at FIDUCIARY BENEFITS GROUP located in Lake Elsinore, California.

Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jackson has worked at 4 firms and has passed the Series 66, SIE, Series 87 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Kaye 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

May 11, 2023 - Present

FIDUCIARY BENEFITS GROUP

RIA

CRD#: 326204

Lake Elsinore, CA

Past

December 2, 2021 - May 12, 2023

WEALTHSPIRE RETIREMENT ADVISORY

RIA

CRD#: 121254

ALISO VIEJO, CA

Past

April 30, 2016 - December 1, 2021

REILLY FINANCIAL ADVISORS

RIA

CRD#: 110315

LA MESA, CA

Past

May 11, 2015 - March 30, 2016

WBB SECURITIES, LLC

CRD#: 118440

CRANFORD, NJ

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".

FIDUCIARY BENEFITS GROUP

CRD#: 326204 / SEC#: 801-127947

RIA

Registered Investment Advisory firm - (5/8/2023 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

California
(5/11/2023)

IAR

Texas
(8/17/2023)

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: 6/15/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/30/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 10/27/2015

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 5/11/2015

General Securities Representative Examination

Current Firm

FIDUCIARY BENEFITS GROUP

CRD#: 326204 / SEC#: 801-127947

RIA

Registered Investment Advisory firm - (5/8/2023 Approved)

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Contact information

Main Address

Temecula, CA

Mailing Address

4660 La Jolla Village Drive Suite 100 - #2244, San Diego, CA 92122

Phone number

(844) 967-8491

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FBG ADV PART 2A (3/14/2025)

DAMIAN DUFOUR ADV PART 2B (3/14/2025)

BRADLEY JOHNSTON ADV PART 2B (3/14/2025)

JACKSON MILLER ADV PART 2B (3/14/2025)

Regulatory assets under management

Total Number of Accounts	347
AUM (Assets Under Management)	$ 843,444,052

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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Jackson K. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Kaye Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHSPIRE RETIREMENT ADVISORY

REILLY FINANCIAL ADVISORS

WBB SECURITIES, LLC

Primary Firm SEC Registration

FIDUCIARY BENEFITS GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 6/15/2015

SIE

Date: 3/30/2016

Series 87

Date: 10/27/2015

Series 7

Date: 5/11/2015

Current Firm

FIDUCIARY BENEFITS GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY BENEFITS GROUP

TRUST BUT VERIFY

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