JM
Jared S. Miller
KORHORN FINANCIAL GROUP
Nappanee, IN 46550
Some features on this profile are disabled
CRD#: 6256828
JM
Professional summary
Jared Scott Miller, CFP®, who also goes by Jared Miller, Jared S Miller, is a registered financial advisor currently at KORHORN FINANCIAL GROUP located in Nappanee, Indiana.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jared has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jared Miller | Jared S 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) RIVERDALE HOLDINGS LLC POSITION: Member NATURE: single family rental homes INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/19/2020 ADDRESS: 206 CLARMONT CT, GOSHEN IN 46526, United States DESCRIPTION: find and rent homes. take care of financials 2) SNYDER STRATEGY POSITION: independent contractor NATURE: licensed real estate agent to purchase rentals INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/05/2021 ADDRESS: 206 CLARMONT CT, GOSHEN IN 46526, United States DESCRIPTION: Represent buyers in real estate transactions, represent sellers in real estate transactions, market analysis for potential clients 3) Korhorn Financial Group, INC - Parent company of Tax and RIA LLCs POSITION: Employee NATURE: Financial planning, insurance sales, corporate and individual tax returns INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 2/1/2023 ADDRESS: 6910 N Main St. Bldg 16, UNit 41 Granger, IN 46530
CRS (Client Relationship Summary) - RIA
Click below to view Jared Scott 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®
CFP®
Start date: 2016
Experience
Current
February 17, 2023 - Present
KORHORN FINANCIAL GROUP
Office #1: 320 Dal Mar Way, Nappanee, IN 46550Office #2: 6910 North Main Street Building 16, Unit 41, Granger, IN 46530-8855RIA
CRD#: 128606
Nappanee, IN
Past
February 15, 2022 - February 8, 2023
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Nappanee, IN
Past
February 15, 2022 - February 8, 2023
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Nappanee, IN
Past
January 30, 2017 - November 10, 2021
HARBOUR INVESTMENTS, INC.
RIA
CRD#: 19258
Elkhart, IN
Past
January 26, 2017 - November 10, 2021
HARBOUR INVESTMENTS, INC.
BD
CRD#: 19258
Elkhart, IN
Past
March 5, 2014 - December 1, 2016
KORHORN FINANCIAL GROUP
RIA
CRD#: 128606
GRANGER, IN
Past
November 5, 2013 - August 1, 2016
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GRANGER, IN
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".
KF
KORHORN FINANCIAL GROUP
KFG WEALTH MANAGEMENT, LLC | KORHORN FINANCIAL GROUP, INC. | KORHORN FINANCIAL GROUP
CRD#: 128606 / SEC#: 801-78914
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Florida
Registered Investment Advisory firm - (3/4/2014 Terminated)Indiana
Registered Investment Advisory firm - (3/4/2014 Terminated)Michigan
Registered Investment Advisory firm - (3/6/2014 Terminated)Texas
Registered Investment Advisory firm - (3/4/2014 Terminated)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(2/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KF
KORHORN FINANCIAL GROUP
KFG WEALTH MANAGEMENT, LLC | KORHORN FINANCIAL GROUP, INC. | KORHORN FINANCIAL GROUP
CRD#: 128606 / SEC#: 801-78914
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Florida
Registered Investment Advisory firm - (3/4/2014 Terminated)Indiana
Registered Investment Advisory firm - (3/4/2014 Terminated)Michigan
Registered Investment Advisory firm - (3/6/2014 Terminated)Texas
Registered Investment Advisory firm - (3/4/2014 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
6910 North Main Street Building 16, Unit 41, Granger, IN 46530-8855
Mailing Address
Phone number
(574) 247-5898
Established
Firm type
Fiscal year end
# of Employees
90
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,478 |
| AUM (Assets Under Management) | $ 934,546,730 |
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.
Company Information
KORHORN FINANCIAL GROUP
CRD#: 128606Nappanee, IN 46550TRUST BUT VERIFY
Monitor Jared Miller
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
