Jonathan Evan Miller

Employer firm

Premier Southwest Planning Group, LLC CRD 132868

$92.3M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

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

Current Employers

Premier Southwest Planning Group, Llc

Scottsdale, AZ • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-09-04

AZ RA
APPROVED

Since 2024-09-04

Branch Locations

Scottsdale, AZ • 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

Organization	City	State	From	To
Miller Wolman Pllc	Scottsdale	AZ	01/2022	Present
Jonathan Miller Cpa Pc	Scottsdale	AZ	05/2005	12/2021
Premier Southwest Planning	Scotsdale	AZ	07/2024	Present

01/2022 → Present

Miller Wolman Pllc

Scottsdale, AZ
05/2005 → 12/2021

Jonathan Miller Cpa Pc

Scottsdale, AZ
07/2024 → Present

Premier Southwest Planning

Scotsdale, AZ

Other Businesses

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