JM
JM

John Paul Miller

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,517 clients
Average Client Portfolio
$144K average
Assets Under Management
$362.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

17207 N Perimeter Drive, #120, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John works for Wealth Strategies Advisors Group as a service advisor and is also an Investment Advisor Representative for Transce3nd. Additionally, John is an insurance agent selling fixed insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Transce3nd LLC
April 2025 - Present · 10 mos
Realta Equities, INC.Broker
April 2025 - Present · 10 mos
Previous Registrations
Equitable Advisors, LLC
July 2024 - March 2025 · 8 mos
Equitable Advisors, LLCBroker
July 2024 - March 2025 · 8 mos
State Registrations1 state
AZ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.