Jasmine R Miller
Investment adviser representative at Kilter Group
12 yearsExperience
2 statesRegistered in
$277.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Kilter Group LLCJul 2024 to now
- Thrivent FinancialOct 2022 to Jul 2024
- Invst, LLCOct 2017 to Oct 2023
- Woodley Farra Manion Portfolio ManagementMar 2014 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Kilter Group
Legal name: Kilter Group LLC
$277.4MAssets managed
413Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6276834
- Firm CRD
- 330356