John
Miller

Empirical Wealth Management

CRD#6872220
Investment Advisor
in Seattle, WA

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About this Advisor

John Miller is a financial advisor based in Seattle, Washington, working with Empirical Wealth Management. John has previously held positions at Empirical Wealth Management, University Of Washington, Target, Servepro, Round Table Pizza, and Ross. John has passed the Series 65 regulatory exam and is registered to provide services in Alaska, California, Oregon, and Washington. Currently, John is part of Empirical Wealth Management, which operates out of Seattle, Washington. The firm has 14 offices and 78 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Empirical Wealth Management includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1420 5Th Ave Suite 3150
Seattle, WA 98101

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Empirical Wealth Management Brokerage Details

Total Assets Under Management

$5,525,184,211

WA Average: $3,566,627,242
Total Number of Employees

78

WA Average: 46
Total Number of Accounts

7,267

WA Average: 1,499
Average Account Size

$760,312

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

John Miller Work History

2017 - Present (7 years)

Empirical Wealth Management

2016 - 2017 (1 year)

Empirical Wealth Management

2016 - 2017 (1 year)

University Of Washington

2015 - 2016 (1 year)

Target

2014 - 2015 (1 year)

Servepro

2014 - 2014 (< 1 year)

Round Table Pizza

2014 - 2014 (< 1 year)

Ross

2014 - 2017 (3 years)

University Of Washington

Disclosures

Please visit the SEC profile of John 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 Empirical Wealth Management

Alex Medin
Seattle, WA
Jack Mazzera
San Francisco, CA
Andrew Denny
Bellevue, WA
Jake Larson
Portland, OR
John Miller
Seattle, WA
Keeton Corder
Seattle, WA
Charles Pyle
Los Angeles, CA
Wenwen Dong
San Mateo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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