Jonathan
Miller
Encompass More Asset Management LLC
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About this Advisor
Jonathan Miller is a financial advisor operating in Bartlett, Illinois with a total of 1 year of industry experience. Miller is an employee of Encompass More Asset Management LLC. Over the course of their career, Miller has held roles at Verity Asset Management, Appreciation Financial, J&J Recycling, Service Garage Doors, Bluejay Drywall Systems, Service Restorations and Encompass More Asset Management LLC. Miller has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Illinois. Encompass More Asset Management LLC is a registered investment firm based out of Danville, CA. It has offices in seven locations and a total of 34 employees. It controls $113 million in assets across its 1,698 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,698 customer accounts, just 5% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides portfolio management for individuals and small businesses. Financial management fee schedules depend on the type of financial services offered. Fee types billed by Encompass More Asset Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Encompass More Asset Management LLC Brokerage Details
$113,344,175
34
1,698
$66,752
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jonathan Miller Work History
Jonathan has been registered as a financial advisor for 1 years.*
Encompass More Asset Management LLC
Appreciation Financial
Verity Asset Management
Verity Asset Management
Bluejay Drywall Systems
Service Restorations
J&J Recycling
Service Garage Doors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Encompass More Asset Management LLC
Danville, CA
Danville, CA
Danville, CA
Reading, PA
Sanford, FL
Danville, CA
Scottsdale, AZ
Henderson, NV
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