Jack Miller (CRD# 2889297) is an Investment Advisor Representative working at Jd Miller Cpa, A Professional Corporation in Vallejo, CA and has 1 year of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jd Miller Cpa, A Professional Corporation | Vallejo, CA | Dec 2009 - Current | 14 |
- CA
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts194ACCOUNTS
-
Average Account Value$236,938
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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