Jordan MillerCRD Number: 6560124
Current Firm: Align Impact, LLC
Jordan Miller (CRD# 6560124) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 7 years of experience in the finance industry.
Awm Capital, LLC
Aqua Capital Advisors
Modern Assets, LLC
|Align Impact||Santa Monica, CA||Jun 2015 - Current||8|
|Abacus Wealth Partners||Santa Monica, CA||Jun 2015 - Oct 2016||1|
|Off Bound Adventures||Bogota,||May 2014 - Apr 2015||< 1|
|Lithium Technologies||San Francisco, CA||Apr 2012 - Feb 2014||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2016|
Total Assets Under Management512MILLIONS
Total Number of Accounts58ACCOUNTS
Average Account Value$8,826,534
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, NC, NY, TX
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