Advisor at Ruesoff Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ruesoff Asset Management LLC
Location
Henderson, NV
Credentials
Series 65
Industry experience
14 years
James Miller is a financial advisor at Ruesoff Asset Management LLC in Henderson, NV, holding a Series 65 designation with 14 years of industry experience. His prior work includes roles at Concord Investment Counsel and Apogee Advisors LLC. In addition to his advisory work, he performs consulting accounting as an independent contractor. Ruesoff Asset Management provides discretionary asset management and portfolio services to individuals, high-net-worth persons, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing, including an options overlay uncommon among independent advisors.
Based on Ruesoff Asset Management LLC
1.00% annually
Account minimum: $25,000
Henderson, NV
California · Nevada
Concord Investment Counsel
2025 - 2026 (1 year)
Ruesoff Asset Management LLC
2023 - Present (3 years)
INDEPENDENT CONTRACTOR
2022 - Present (4 years)
Ruesoff Asset Management LLC
2022 - Present (4 years)
Nikkael Home Loans
2022 - 2023 (1 year)
WWW.MYMAILING.COM
2017 - 2018 (1 year)
Apogee Advisors LLC
2016 - 2024 (8 years)
Apogee Advisors LLC
2015 - 2024 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Henderson, NV
SG Financial Group, LLC
Series 65
Las Vegas, NV
Lal Ltd.
Series 65
Las Vegas, NV
Fraser Asset Management
Series 65
Las Vegas, NV
Interval Capital Management, LLC
Series 63, Series 65
Las Vegas, NV
Edgemont Investment Management, LLC
Series 63, Series 65
Las Vegas, NV
PivotPoint Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")