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Jeremy Dean Miller

Investment Adviser Representative at Focus Advisor Solutions, LLC

Roseville, CACRD #5462907Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
5

Professional summary

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

Jeremy Dean Miller is an investment adviser representative with Focus Partners Advisor Solutions, LLC in Roseville, CA, where they have been registered since 2018. They have worked in the securities industry since 2010 and were previously registered with LWI Financial Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
13 states and territories

Alaska, California, Colorado, Hawaii, Idaho, Missouri, Montana, Nevada, New Mexico, Oregon, Utah, Washington, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/20/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 1/19/2010
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/23/2014
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/29/2009

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Focus Partners Advisor Solutions, LLCCurrent
12/13/2018 – Roseville, CA
Foreside Financial Services, LLCCurrent
10/29/2018 – Elk Grove, CA
LWI Financial Inc.
2/22/2017 – 12/13/2018San Jose, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Loring Ward Securities Inc.
    May 2016 – Nov 2018San Jose, CA
  2. Foreside Financial Services, LLC
    Oct 2018 – no end date reportedElk Grove, CA
  3. Focus Advisor Solutions, LLC
    Dec 2018 – no end date reportedElk Grove, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Focus Advisor Solutions, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
43
Offices listed on AdvisorFinder:
1
Main office:
St. Louis, MO
SEC file number:
801-67641

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 5, 2026

View full firm profile

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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. Jeremy Dean Miller 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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Jeremy Dean Miller (Focus Partners Advisor Solutions)