Investment adviser representative · Dalton Wealth Planners
Miller T. Jones III
CRD 5442936 · Dalton, GA
At a glance
Miller T. Jones III is an investment adviser representative with Dalton Wealth Planners in Dalton, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Miller’s SEC record dates to 2007, about 18 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Dalton Wealth PlannersSince May 2025Dalton, GA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Miller’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Dalton Wealth Planners
- Christopher ShiflettDalton
Every advisor at Dalton Wealth Planners →Financial advisors in Dalton, GA →Advisor Moves: who changed firms this week →