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JM

Jasmine R. Miller

KILTER GROUP
Peoria, AZ
Some features on this profile are disabled
CRD#: 6276834
JM

Professional summary

Jasmine R Miller, who also goes by Jasmine Renee Lewis, is a registered financial advisor currently at KILTER GROUP located in Peoria, Arizona.

Jasmine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jasmine has worked at 1 firm and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jasmine Renee Lewis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jasmine R Miller's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 22, 2024 - Present

KILTER GROUP

RIA
CRD#: 330356
Peoria, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KG
KILTER GROUP
KILTER GROUP | KILTER GROUP LLC

CRD#: 330356 / SEC#: 801-129927

RIA
Registered Investment Advisory firm - (4/18/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(10/22/2024)
IAR
Texas
(11/14/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/28/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/24/2014
Uniform Securities Agent State Law Examination

Current Firm

KG
KILTER GROUP
KILTER GROUP | KILTER GROUP LLC

CRD#: 330356 / SEC#: 801-129927

RIA
Registered Investment Advisory firm - (4/18/2024 Approved)
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Contact information

Main Address
Rhinebeck, NY
Mailing Address
Po Box 148, Rhinebeck, NY 12572
Phone number
(646) 438-6557
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (12/8/2025)

Regulatory assets under management

Total Number of Accounts938
AUM (Assets Under Management)$ 202,080,515

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KILTER GROUP

CRD#: 330356Peoria, AZ

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