Rubin Jesse Miller
Investment adviser representative at Peltoma Capital Partners
11 yearsExperience
3 statesRegistered in
CFADesignation
$211.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
11 years in the industry.
- Peltoma Capital Partners, LLCFeb 2023 to now
- Perspective Wealth Partners, LLCAug 2021 to Apr 2023
- Dimensional Fund AdvisorsJun 2015 to Aug 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 3 states (CA, MT, TX).
Peltoma Capital Partners
Legal name: Peltoma Capital Partners, LLC
$211.2MAssets managed
79Clients
3Advisers
1 yearIn 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
- 6351574
- Firm CRD
- 325138