James Miller (CRD# 5742070) is an Investment Advisor Representative working at Ruesoff Asset Management LLC in Laguna Niguel, CA and has over 12 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ruesoff Asset Managment LLC | Laguna Niguel, CA | Feb 2023 - Current | 1 |
| Independent Contractor | Laguna Niguel, CA | Sep 2022 - Current | 1 |
| Ruesoff Asset Managment LLC | Laguna Niguel, CA | Aug 2022 - Current | 1 |
| Apogee Advisors LLC | Laguna Hills, CA | Dec 2016 - Jan 2024 | 7 |
| Apogee Advisors LLC | Laguna Hills, CA | Aug 2015 - Jan 2024 | 8 |
| Nikkael Home Loans | Laguna Niguel, CA | Jul 2022 - Oct 2023 | 1 |
| Www.mymailing.com | Laguna Niguel, CA | Jan 2017 - Dec 2018 | 1 |
| Densen Group, Inc. | Laguna Niguel, CA | Dec 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- CA
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$367,107
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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