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.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- CA
-
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
- Other
- 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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