JM
Joshua D. Miller
KANSAS CITY, MO 64155
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CRD#: 8250258
JM
Joshua Daniel Miller
Professional summary
Joshua Daniel Miller was a registered financial advisor .
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Joshua had worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 30, 2026 - Present
Office #1: 117 Nw 101st Pl, Kansas City, MO 64155
KANSAS CITY, MO
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
Missouri(6/30/2026)
Current firm
No current employment
Red Flags
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Company Information
No current employment
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