Jeffrey Miller has been Managing Member of Strategic Retirement Advisors since June 2007, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Miller studied at the University of Virginia.
Strategic Retirement Advisors, LLC is an Elk Grove, CA firm with $217M under management, 945 clients and 2 advisers across 2 offices, as of its June 2026 filing.
Jeff Miller is co-founder and partner of Strategic Retirement Advisors. He advises retired and active individuals on their IRAs, personal savings and workplace retirement plans, with over 20 years' experience in the Sacramento and Northern California region. Many of his clients come from a background in local government service with 457 Deferred Compensation Plans and pensions with CalPERS.
Jeffrey Miller’s longest registration was 18 years at Strategic Retirement Advisors, LLC (2007–2025).
- – · 18 yearsElk Grove, CA · Adviser representative · Firm CRD 142887
- Icma Retirement Corp– · 3 yearsWashington, DC · Adviser representative · Firm CRD 108783
Professional designations
Listed by Strategic Retirement Advisors
- Chartered Financial Analyst (CFA)
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 October 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 November 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 October 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Elvis Miller
- CRD
- 2279141
- Firm
- Strategic Retirement Advisors · CRD 142887
- Role
- Managing Member
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategicretirementadvisors.net
Where does Jeffrey Miller work?
Jeffrey Miller has been Managing Member of Strategic Retirement Advisors, LLC since June 2007, and is a control person of the firm.
Does Jeffrey Miller have a current investment-adviser registration?
Jeffrey Miller has no current investment-adviser or broker registration.
What exams has Jeffrey Miller passed?
Jeffrey Miller has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 1992.
Where was Jeffrey Miller previously registered as an investment adviser?
Jeffrey Miller has past investment-adviser registrations through Strategic Retirement Advisors, LLC, May 2007 to December 2025; Icma Retirement Corp, January 2004 to June 2007, across 2 firms.
Is Jeffrey Miller registered with FINRA?
No. Jeffrey Miller has no current broker registration.
Is Jeffrey Miller a CFA charterholder?
Strategic Retirement Advisors lists Jeffrey Miller with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Jeff Miller biography, strategicretirementadvisors.net
How can I verify Jeffrey Miller’s record?
Search CRD 2279141 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Miller’s full registration record.
