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JM
CFP
JM
CFP

John Miller

Global Assets Advisory, LLC
15 Years of Experience
Jacksonville Beach, FL
2 Disclosures
View SEC Summary
View SEC Summary

John Miller is a CFP-designated registered investment advisor at Global Assets Advisory, LLC, based in Jacksonville Beach, FL, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,588 clients with $550M in assets under management.

Global Assets Advisory, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
30 advisors
Number of Clients
2,588 clients
Average Client Portfolio
$213K average
Assets Under Management
$551.7M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees are charged at an annual rate up to 3.00% depending on the size of the relationship, transaction fee arrangements, and service complexity. Fees are negotiated between the client and the advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1011 3rd St. N, Jacksonville Beach, FL, 32250

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2021
Final
Employment Separation After Allegations
November 2020
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is an advisor with International Assets Investment Management LLC and owner/member of Miller Wealth Management, LLC, dedicating nearly full-time hours to these roles. He also serves as a volunteer board trustee for the Atlantic Beach Police Pension, requiring minimal time.

Employment History
Current Registrations
Global Assets Advisory, LLC
August 2025 - Present · 1 yr 2 mos
International Assets Investment Management, LLC
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
International Assets Advisory, LLCBroker
December 2020 - November 2023 · 2 yrs 11 mos
Morgan Stanley
October 2011 - November 2020 · 9 yrs 1 mo
Morgan StanleyBroker
July 2011 - November 2020 · 9 yrs 4 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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