Robert W. Baird & Co.
44yrs
Top advisor by experience in Cookeville
2yrs
William Miller
Financial advisor at Edward Jones
William Miller has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Cookeville, Tennessee. After a year at Stifel, Nicolaus & Company and less than a year at Florida Financial Advisors, William joined Edward Jones in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 73 advisors with offices in Cookeville, and one of 66 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1420 Neal Street Suite 101, Cookeville, TN 38501
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2026 – nowEdward JonesCurrent firm
- Apr 2025 – Apr 2026Stifel, Nicolaus & Company, IncorporatedPreviously
- Jun 2024 – Nov 2024Florida Financial Advisors, LLCPreviously
Contact William
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for William. 1420 Neal Street Suite 101Cookeville, TN 38501Office · Get directions
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Questions to ask William
Tailored to William’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Edward Jones at (314) 515-2000 and ask for William Miller. William works from the Cookeville, TN office.
How long has William been a financial advisor?
William has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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