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John Patrick Miller

International Assets Investment Management, LLC

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About John Patrick Miller

John Patrick Miller is an investment advisor representative with International Assets Investment Management, LLC. John has been in the industry since 2011. John has a Series 66, Series 7, and SIE license. John is also a Certified Financial Planner. John has experience with International Assets Advisory, LLC and Morgan Stanley. John works with individuals and businesses. John has a special interest in financial planning, pension consulting, and portfolio management for businesses and individuals.

Firm Information

John Miller is currently registered with International Assets Investment Management, LLC. International Assets Investment Management, LLC is an Orlando, FL-based investment advisor with over $1.68 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and corporations. They also select other advisors for clients. Their team includes over 100 licensed agents, investment advisor representatives, and registered representatives.
International Assets Investment Management, LLC

111 NORTH ORANGE AVENUE

ORLANDO, FL 32801

$1.69B

Assets Under Management

50

Total Clients

116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Miller’s Registration & Firm History

FL

04/12/2021 - Present

International Assets Investment Management, LLC (ORLANDO FL)

FL

12/03/2020 - 11/30/2023

INTERNATIONAL ASSETS ADVISORY, LLC (JACKSONVILLE BEACH FL)

FL

07/14/2011 - 11/30/2020

MORGAN STANLEY (PONTE VEDRA BEACH FL)

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Licenses & Designations

BOTH

Issued 10/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for John Patrick Miller. Review regulatory record here.
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