Jeffrey Miller has been Managing Member of Courage Miller Partners since December 2013, is a control person of the firm and directly owns under 5% of it.
Courage Miller Partners, LLC is a Norfolk, VA firm with $481M under management, 228 clients and 3 advisers in one office, as of its March 2026 filing.
Jeffrey Miller’s longest registration is the current one, 17 years at Courage Miller Partners since 2008. Before joining Courage Miller Partners in 2008, Jeffrey Miller was registered through UBS Financial Services Inc.
- Courage Korving Miller Partners, LLCAlso current– present · 4 yearsNorfolk, VA · Adviser representative · Firm CRD 318067
- Courage Miller Partners, LLCCurrent– present · 17 yearsNorfolk, VA · Adviser representative · Firm CRD 147360
- UBS Financial Services Inc.– · under a yearNorfolk, VA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Jeffrey Miller is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2008; the most recent is Texas, in April 2020.
- TexasResidentSince 29 April 2020
- VirginiaSince 28 October 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 February 2008 |
| Series 7 | General Securities Representative Examination | 1 February 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Samuel Miller
- CRD
- 5465165
- Firm
- Courage Miller Partners · CRD 147360
- Role
- Managing Member
- Office
- WORLD TRADE CENTER, 101 W. MAIN STREET, SUITE 720, Norfolk, VA 23510
- Registration
- Investment adviser registration
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Miller work?
Jeffrey Miller has been Managing Member of Courage Miller Partners, LLC since December 2013, and is a control person of the firm.
Is Jeffrey Miller a financial advisor?
Yes. Jeffrey Miller has a current investment-adviser registration in Texas and Virginia, through Courage Miller Partners since October 2008.
How many years of experience does Jeffrey Miller have?
Jeffrey Miller has 18 years in the financial industry, since May 2008, across 3 adviser firms.
What exams has Jeffrey Miller passed?
Jeffrey Miller has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2008.
Where did Jeffrey Miller work before Courage Miller Partners?
Before Courage Miller Partners, Jeffrey Miller was registered through UBS Financial Services Inc., February 2008 to August 2008.
Where is Jeffrey Miller based?
Jeffrey Miller’s registered office is in Norfolk, VA.
Is Jeffrey Miller registered with FINRA?
No. Jeffrey Miller has no current broker registration.
How can I verify Jeffrey Miller’s record?
Search CRD 5465165 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Miller’s full registration record.