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James Ronald Miller Jr

Investment Adviser Representative at WOODWARD FINANCIAL ADVISORS, INC.

Chapel Hill, NCCRD #2859074Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
1 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

James Ronald Miller Jr has worked in the securities industry since 2005. They have passed the Series 63 and 7 examinations. They are registered to provide investment advisory services in North Carolina.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
North Carolina
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/15/2007
Series 7
General Securities Representative Examination
Passed 12/27/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Woodward Financial Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WOODWARD FINANCIAL ADVISORS, INC.Current
6/26/2009Chapel Hill, NC
TILSON FINANCIAL GROUP INC
12/8/200511/17/2011Watchung, NJ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View WOODWARD FINANCIAL ADVISORS, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Ronald Miller Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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