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Joshua Daniel Miller

KANSAS CITY, MO
·CRD# 8250258·1 year experience

Professional Summary

Joshua Daniel Miller was a registered financial advisor. Joshua was 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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

Unknown Firm·
117 Nw 101st Pl, Kansas City, MO 64155
June 30, 2026 - Present

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Current Firm

No current employment

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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.

I am an employee of Jack Henry. The firm has elements that are investment-related and/or adjacent to securities. Jack Henry is publicly traded on the NASDAQ and is a well-rounded fintech that serves primarily community financial institutions. I am a remote employee, however, the firm is headquartered at 663 US-60, Monett, MO 65708. I am a principal architect of information security. My role is not investment related. I have been with the company for 8 years. I work full time, generally 8am-5pm CST, although this varies due to the nature of the work. To be clear, this is my primary employer and this role gets first and foremost priority before any consulting or advising I may otherwise engage in. However, in practice, conflicts are largely non-existent given I deploy predetermined investment strategies based on suitability analysis. I do not engage in high-frequency trading or other forms of business that would present a conflict of interest with my time and attention. Moreover, I do not advise for or against any securities related to my primary employer. If necessary, I will refer clients to an alternate advisor to avoid even the perception of a conflict of interest. I also own a very tiny web design and hosting company: Unleashed Design Group, LLC. This business is not investment related. I operate it from my home residence. I build and host websites for a few friends respective small businesses. The business was established in 2015. It represents no material amount of hours to operate.

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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.
IAR
Missouri
(6/30/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2025About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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