Josh Miles

Josh Miles Email and Phone Number

Managing Director - Wealth Management Certified Private Wealth Advisor®Private Wealth Advisor Financial Advisor @
Josh Miles's Location
Boise, Idaho, United States, United States
Josh Miles's Contact Details

Josh Miles personal email

n/a

Josh Miles phone numbers

About Josh Miles

Josh has been in the industry since 1995. He and his team, MILES | family wealth advisory of Raymond James recently joined Raymond James in the Boise, ID office in August 2016. Josh spent 9 years in Portland, OR as an advisor before holding management positions in San Francisco, CA and most recently, Boise, ID. Josh focuses on advanced planning and investment strategy for MILES | family wealth advisory and their clients. He received a degree in Finance from Oregon State University where he also played baseball for the Beavers. He resides in Boise with his wife, Erica and their kids.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange / SIPC

Josh Miles's Current Company Details
Raymond James & Associates

Raymond James & Associates

Managing Director - Wealth Management Certified Private Wealth Advisor®Private Wealth Advisor Financial Advisor
Josh Miles Work Experience Details
  • Raymond James & Associates
    Managing Director - Investments | Financial Advisor
    Raymond James & Associates Aug 2016 - Present
    Boise, Idaho Area
  • Raymond James & Associates
    Bfa | First Vice President - Investments | Financial Advisor
    Raymond James & Associates Aug 2016 - Present
    Boise, Idaho Area
  • Raymond James & Associates
    First Vice President Wealth Management
    Raymond James & Associates Aug 2016 - Present
  • Morgan Stanley Wealth Management
    First Vice President | Senior Portfolio Manager | Financial Planning Specialist | Financial Advisor
    Morgan Stanley Wealth Management Sep 2006 - Aug 2016
    Boise, Idaho Area
    View
  • Smith Barney - San Francisco, Ca
    Vice President | Financial Planning Specialist | Assistant Branch Manager
    Smith Barney - San Francisco, Ca Jun 2004 - Sep 2006
    View
  • Smith Barney - Portland, Or
    Second Vice President | Financial Planning Specialist | Financial Advisor
    Smith Barney - Portland, Or Jan 1999 - Jun 2004
  • Merrill Lynch - Portland, Or
    Financial Advisor
    Merrill Lynch - Portland, Or May 1997 - Jan 1999

Josh Miles Skills

Goal Mapping Advanced Planning Retirement Income Planning Behavioral Finance Wealth Management Portfolio Management Finance Series 7 Investment Management Wealth Management Services Investment Strategies Retirement Alternative Investments Investment Advisory Retirement Planning Financial Advisory Financial Planning Strategic Financial Planning Estate Planning Fixed Income Wealth Accumulation Investments Leadership Management

Frequently Asked Questions about Josh Miles

What company does Josh Miles work for?

Josh Miles works for Raymond James & Associates

What is Josh Miles's role at the current company?

Josh Miles's current role is Managing Director - Wealth Management Certified Private Wealth Advisor®Private Wealth Advisor Financial Advisor.

What is Josh Miles's email address?

Josh Miles's email address is jo****@****ley.com

What is Josh Miles's direct phone number?

Josh Miles's direct phone number is (212) 816*****

What skills is Josh Miles known for?

Josh Miles has skills like Goal Mapping, Advanced Planning, Retirement Income Planning, Behavioral Finance, Wealth Management, Portfolio Management, Finance, Series 7, Investment Management, Wealth Management Services, Investment Strategies, Retirement.

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