JM
Jonathan E. Miller
PREMIER SOUTHWEST PLANNING GROUP
Scottsdale, AZ
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CRD#: 7961801
JM
Professional summary
Jonathan Evan Miller is a registered financial advisor currently at PREMIER SOUTHWEST PLANNING GROUP, LLC located in Scottsdale, Arizona.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jonathan has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1.Miller Wolman CPAs PLLC -Not Investment related-5010 E Shea Blvd Suite 140,Scottsdale AZ 85254- CPA firm- Owner/Partner- start date: 05/2005- 160hrs/month- 160hrs during trading hours- CPA Owner 2. StarCross Management LLC- Not Investment related-5010 E Shea Blvd Suite 140,Scottsdale AZ 85254- CPA firm- Owner/Partner- start date: 05/2005- 160hrs/month- 160hrs during trading hours- CPA Owner
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Evan Miller's 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®
NoneExperience
Current
September 4, 2024 - Present
PREMIER SOUTHWEST PLANNING GROUP, LLC
RIA
CRD#: 132868
Scottsdale, AZ
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(9/4/2024)
Exams
Current Firm
PS
PREMIER SOUTHWEST PLANNING GROUP, LLC
PREMIER SOUTHWEST PLANNING GROUP, LLC
CRD#: 132868 / SEC#:
Arizona
Registered Investment Advisory firm - (1/1/2005 Approved)California
Registered Investment Advisory firm - (5/15/2023 Approved)Illinois
Registered Investment Advisory firm - (6/29/2023 Approved)Nevada
Registered Investment Advisory firm - (5/6/2024 Terminated)Texas
Registered Investment Advisory firm - (5/2/2024 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (5/1/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Scottsdale, AZ
Mailing Address
Phone number
(480) 621-3646
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 505 |
| AUM (Assets Under Management) | $ 68,049,988 |
Red Flags
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