Michael W. Miller

About Michael W. Miller

I work closely with a range of successful clients, including entrepreneurs, family offices, entertainment industry members and nonprofits seeking the intellectual strength of an industry leader to address the opportunities and challenges of complex wealth management scenarios. I offer thoughtfully curated strategies, scaling J.P. Morgan’s global capabilities to a local level so that clients may grow and protect their wealth.I recognize that as an individual accumulates assets, it becomes increasingly more critical to partner with an advisor who understands their world, and who they can trust to care for their complex financial picture. As an entrepreneur myself, I relate to the risks and rewards they face, and deliver seasoned guidance for making informed financial decisions in the most tax-efficient manner possible. I orchestrate a team of specialists to design bespoke strategies that integrate investing, planning, lending and other sophisticated goals. I pride myself on being truthful and transparent, with a reputation for placing clients’ interests first and foremost.CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc

Experience

1. Vice President, Private Banker

   J.P. Morgan Private Bank

   Jan 2024 — Present · Orlando, FL, US

   J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co.(JPM).INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Education

• College for Financial Planning

  AAMS - Accredited Asset Management Specialist, Asset Management, Investment Planning

  2017 — 2017

• Columbia College Chicago

  Summer Institute

  2008 — 2008

• Full Sail University

  Bachelors Degree, Entertainment Business

  2009 — 2011

Skills

• Music Industry
• Musicians
• Songs
• Public Speaking
• Entertainment
• Titling and Beneficiary Designations
• Social Media Marketing
• Recording
• Sound
• Online Marketing
• Executive Compensation Planning
• Trading Platform Specialist
• Music Publishing
• Asset Allocation
• Mutual Funds
• College Planning
• Producing
• Audio Engineering
• Charitable Giving
• Marketing
• Social Networking
• Small Business Retirement Plans
• Customer Service
• Banking and Credit Management
• A&R
• Music
• Radio Broadcasting
• Songwriting
• Investments
• Broadcast
• Record Labels
• Leadership
• Social Media
• 401k Rollovers
• Music Production
• Artist Development
• New Media
• Entrepreneurship