Jake Allen Miller
Investment adviser representative at Rosemeyer Management Group
10 yearsExperience
1 stateRegistered in
$914MFirm assets
5 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
10 years in the industry.
- Rosemeyer Management GroupMar 2025 to now
- Usaf National GuardMar 2022 to now
- Full Time StudentSep 2022 to May 2026
- Craft Spice BlendsSep 2021 to Aug 2022
- West Bend Municipal AirportMay 2021 to May 2022
- Jw SpeakerSep 2020 to Apr 2021
- Little Switzerland Ski AreaNov 2019 to Apr 2021
- Tlc Landscape SupplyJun 2019 to Aug 2021
- Full Time StudentSep 2018 to Jun 2022
- Full Time StudentJun 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
Rosemeyer Management Group
Legal name: Rmg Wealth Management, LLC
$914MAssets managed
1,166Clients
15Advisers
5 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
- 8312101
- Firm CRD
- 310363