JM
James Miller
from Bartlett & Co. Wealth Management LLC
James Miller is a financial advisor based in Ohio, Cincinnati,
with 43 years of experience. James currently works for
Bartlett & Co. Wealth Management LLC.
James maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Miller works at Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $6,911,173,579 of assets under management and employs about 71 people. Bartlett & Co. Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
25 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
600 Vine Street, Suite 2100, Cincinnati, Ohio, 45202
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