James Patrick Miller

Employer firm

Miller Asset Management LLC CRD 342757

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 01/2024
  Apogee Advisors Llc
  Laguna Hills, CA
• 12/2016 → 01/2024
  Apogee Advisors Llc
  Laguna Hills, CA
• 01/2017 → 12/2018
  Www.MYmailing.COm
  Laguna Niguel, CA
• 07/2022 → 10/2023
  Nikkael Home Loans
  Laguna Niguel, CA
• 08/2022 → Present
  Ruesoff Asset Managment Llc
  Henderson, NV
• 02/2023 → Present
  Ruesoff Asset Managment Llc
  Henderson, NV
• 09/2022 → Present
  Independent Contractor
  Henderson, NV
• 07/2025 → 01/2026
  Concord Investment Counsel
  Irvine, CA
• 05/2026 → Present
  Miller Asset Managment Llc
  Henderson, NV

Previous Registrations

• 2025-07-18 → 2026-01-28
  Concord Investment Counsel
  Irvine, CA
• 2017-03-23 → 2023-07-30
  Apogee Advisors Llc
  Laguna Hills, CA
• 2015-08-13 → 2018-02-22
  Apogee Advisors Llc
  Laguna Hills, CA
• 2011-12-02 → 2016-01-13
  Densen Group, Inc.
  Aliso Viejo, CA

Other Businesses

Mr. Miller also performs consulting accounting work as an independent contractor, 10hrs/mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-11

Other Names

• James Miller
• Jim Miller