Miles Jamieson

DANIEL INVESTMENT GROUP

ROYAL OAK, MI 48067

CRD#: 8156528

Some features on this profile are disabled

Professional summary

Miles Jamieson is a registered financial advisor currently at DANIEL INVESTMENT GROUP INC. located in Royal Oak, Michigan.

Miles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Miles has worked at 2 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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 Miles Jamieson'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

December 18, 2025 - Present

DANIEL INVESTMENT GROUP INC.

Office #1: 306 S. Washington Ave. Suite 216, Royal Oak, MI 48067

RIA

CRD#: 338851

ROYAL OAK, MI

Past

September 23, 2025 - December 31, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Royal Oak, MI

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

Michigan
(12/18/2025)

IAR

Texas
(12/18/2025)

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: 8/26/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 11/20/2024

Securities Industry Essentials Examination

Current Firm

DANIEL INVESTMENT GROUP INC.

CRD#: 338851 / SEC#: 801-134764

RIA

Registered Investment Advisory firm - (11/21/2025 120-Day Approval)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

306 S. Washington Ave. Suite 216, Royal Oak, MI 48067

Mailing Address

Phone number

(248) 544-4122

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (10/16/2025)

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.

Similar Advisors

Jeffrey Perry

STRATEGIC ADVISERS LLC

IAR

WEST BLOOMFIELD, MI

Jack Jerzewski

LPL ENTERPRISE, LLC

IAR

TROY, MI

Lyndon Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

IAR

Farmington Hills, MI

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Miles Jamieson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miles Jamieson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DANIEL INVESTMENT GROUP INC.

COMMONWEALTH FINANCIAL NETWORK

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2025

SIE

Date: 11/20/2024

Current Firm

DANIEL INVESTMENT GROUP INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

DANIEL INVESTMENT GROUP INC.

TRUST BUT VERIFY

Similar Advisors