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James M

Series 65

Henderson, NV

Miller Asset Management LLC

James Miller is a Series 65-licensed financial advisor with 14 years of industry experience. He has held roles at Apogee Advisors LLC, Ruesoff Asset Management LLC, and Concord Investment Counsel before founding Miller Asset Management LLC in 2026. In addition to his advisory work, he provides consulting accounting services as an independent contractor. Miller Asset Management LLC offers discretionary asset and portfolio management services to individual investors, trusts, estates, and business entities. The firm uses a research-driven approach incorporating fundamental, technical, and cyclical analysis, with strategies including options overlays to manage risk and enhance income.

Active portfolio management Options & derivatives strategies Private / alternative investments
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