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Jaimie Christina Miller

Capital Group Private Client Services, Inc.

New York, NY

CRD 6825388

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Employer firm

Capital Group Private Client Services, Inc. CRD 312837

$42.7B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-15
CA RA APPROVED 2025-10-28
IL RA APPROVED 2025-10-28
NV RA APPROVED 2025-10-28
NY RA APPROVED 2025-10-28
TX RA APPROVED 2025-10-28
  • GA RA
    APPROVED
    Since 2025-12-15
  • CA RA
    APPROVED
    Since 2025-10-28
  • IL RA
    APPROVED
    Since 2025-10-28
  • NV RA
    APPROVED
    Since 2025-10-28
  • NY RA
    APPROVED
    Since 2025-10-28
  • TX RA
    APPROVED
    Since 2025-10-28

Branch Locations

399 Park Ave. 34Th Fl., New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citi Private Alts., Llc/ Citigroup Global Mkts Inc. New York NY 07/2017 09/2025
Capital Group / Capital Group Private Client Services, Inc. New York NY 10/2025 Present
The College Of William And Mary Williamsburg VA 08/2013 05/2017
  • 07/2017 → 09/2025
    Citi Private Alts., Llc/ Citigroup Global Mkts Inc.
    New York, NY
  • 10/2025 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    New York, NY
  • 08/2013 → 05/2017
    The College Of William And Mary
    Williamsburg, VA
Previous Registrations
  • 2021-10-22 → 2025-09-26
    Citigroup Global Markets Inc.
    New York, NY
    Tampa, FL
    New York, NY
    New York, NY
    New York, NY
    Los Angeles, CA
    Los Angeles, CA
    New York, NY
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-05
  • S63 Uniform Securities Agent State Law Examination
    2017-08-05
Designations
  • Chartered Financial Analyst
Other Names
  • Jaimie Miller

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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