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Jonathan Miles - Financial Advisor - Sarasota FL.

Jonathan Miles

Financial Advisor, CFP®

Experience

  • Working in the financial services industry since 2012
  • Currently focused on helping clients with financial planning services so they may accumulate, maintain and transfer wealth

Education

  • Eckerd College, BS
  • College for Financial Planning, CFP Certification

Professional Affiliations/Licenses

  • FINRA Series 7 and 66 (BrokerCheck)
  • CERTIFIED FINANCIAL PLANNER™
  • Florida Life, Health and Variable Annuity (2-15)
Registered representative and agent, First Horizon Advisors, Inc.