Jared Miller (CRD# 7383921) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Sandy Springs, GA | May 2021 - Current | 3 |
| Assetmark Brokerage, LLC | Sandy Springs, GA | May 2021 - Current | 3 |
| Helion Group, Inc. | Atlanta, GA | Jan 2021 - May 2021 | < 1 |
| Aerotek, Inc. | Atlanta, GA | Jan 2018 - Dec 2020 | 2 |
| Aerotek, Inc. | Knoxville, TN | Oct 2016 - Dec 2017 | 1 |
| Meares & Dillard | Maryville, TN | Apr 2015 - Sep 2016 | 1 |
| Dick's Sporting Goods | Alcoa, TN | Apr 2011 - Jun 2016 | 5 |
| Maryville College | Maryville, TN | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
| S63 | Uniform Securities State Law Examination | Oct 2022 |
- GA
- TN
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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