James C. Miller

BLEND WEALTH

INDIANAPOLIS, IN 46256

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CRD#: 6108543

Professional summary

James Christopher Miller, who also goes by Jim Miller, Jimmy Miller, is a registered financial advisor currently at BLEND WEALTH located in Indianapolis, Indiana.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. James has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Miller | Jimmy Miller

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. FORESIGHT FINANCIAL MANAGEMENT, LLC POSITION: Authorized to use FFM to conduct business in role as registered assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2011 ADDRESS: 8365 Keystone Crossing, Ste 200, Indianapolis IN 46240, United States DESCRIPTION: Registered Assistant supporting Advisors at FFM 2. SIGNATURE FINANCIAL GROUP, LLC POSITION: Rep NATURE: LLC affiliated with a Broker Dealer and acting as our OSJ and payroll for our firm Foresight Financial Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 151 START DATE: 06/17/2019 ADDRESS: 445 Hutchinson Avenue, Suite 800, Columbus OH 43235, United States DESCRIPTION: Provide operational support and client facing services as it relates to financial planning for Foresight Financial Management. This entity is only for payroll.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Christopher Miller'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®

None

Experience

Current

June 3, 2025 - Present

BLEND WEALTH

Office #1: 9800 Crosspoint Blvd Suite 200, Indianapolis, IN 46256

RIA

CRD#: 316053

INDIANAPOLIS, IN

Past

November 2, 2018 - June 3, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

INDIANAPOLIS, IN

Past

November 2, 2018 - June 3, 2025

OSAIC WEALTH, INC.

CRD#: 23131

INDIANAPOLIS, IN

Past

March 3, 2014 - November 2, 2018

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

INDIANAPOLIS, IN

Past

February 21, 2014 - November 2, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

INDIANAPOLIS, IN

Past

September 17, 2012 - March 20, 2014

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

INDIANAPOLIS, IN

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

Indiana
(6/3/2025)

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 65

Date: 2/19/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/15/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/2012

General Securities Representative Examination

Current Firm

BLEND WEALTH

BLEND WEALTH | BLEND WEALTH ADVISORS LLC

CRD#: 316053 / SEC#:

Indiana

Registered Investment Advisory firm - (8/30/2021 Approved)

Texas

Registered Investment Advisory firm - (11/24/2023 Conditional Restricted)

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Contact information

Main Address

9800 Crosspoint Blvd Suite 200, Indianapolis, IN 46256

Mailing Address

Phone number

(317) 854-5656

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	236
AUM (Assets Under Management)	$ 21,581,644

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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James C. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Christopher Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLEND WEALTH

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2014

Series 63

Date: 12/15/2012

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2012

Current Firm

BLEND WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLEND WEALTH

TRUST BUT VERIFY

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