Jonathan Miller (CRD# 7369974) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Asset Management LLC | Danville, CA | Aug 2022 - Current | 1 |
| Appreciation Financial | Henderson, NV | Dec 2016 - May 2023 | 6 |
| Verity Asset Management | Durham, NC | May 2021 - Dec 2022 | 1 |
| Verity Asset Management | Durham, NC | Apr 2021 - Dec 2022 | 1 |
| Bluejay Drywall Systems | Schaumburg, IL | Apr 2020 - Dec 2021 | 1 |
| Service Restorations | Roselle, IL | Apr 2018 - Dec 2021 | 3 |
| J&j Recycling | Bartlett, IL | Oct 2009 - Dec 2016 | 7 |
| Service Garage Doors | Roselle, IL | Feb 2006 - Dec 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- IL
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Total Assets Under Management229MILLIONS
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Total Number of Accounts2,835ACCOUNTS
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Average Account Value$80,610
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY
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