Jonathan Miller

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Personal Finance, Retirement, Investing
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“Jonathan Miller, President of Parsonex, believes in a long-term approach for the biggest financial challenge that his clients can face… retirement.”
Firm:

Parsonex Advisory Services, Inc.

Job Title:

President, CEO

Biography:

Jonathan Miller is the President & CEO of Parsonex Enterprises, Inc. and its affiliates.

Jonathan leads a team of financial advisors who manage over $250 Million for clients across the country. He personally services a select group of clients located near his home in Colorado and brings a breadth and depth of knowledge that few advisors can boast.

Miller is an enthusiastic entrepreneur and executive who specializes in creating and growing businesses and systems, recruiting, training and developing financial advisers and entrepreneurs, creating effective marketing and distribution systems, and building strong management teams.

Miller has built several companies from the ground up, including Parsonex Securities, an independent broker/dealer, which he founded in 2007, Parsonex Advisory Services, an SEC registered investment adviser, an independent insurance agency and a mortgage company which no longer operates. Miller has succeeded in a variety of endeavors and excels at leading people-centric organizations.

Having started several successful companies he brings both industry level investment expertise and entrepreneurial experience to business owners and industry leaders who are seeking financial advice.

Jonathan, his wife Jayme, and their two children live in the front range and are active in the community.

Education:

BA, Political Science, Iowa State University

Assets Under Management:

$260 million

CRD Number:

4153196

Insurance License:

##0G30133

Disclaimer:

Copyright © 2007 - 2016 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

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What are the risks associated with a Roth IRA?
0% of people found this answer helpful

A Roth IRA is a type of an account, a wrapper through which you have favorable tax treatment for retirement.  How this functions, and its many benefits, are outlined in other good answers.  The one thing to consider is that it is, of course, a retirement accounts, so except for the withdrawal provision of principal prior to 59 1/2, you need to remember that the benefits are for "retirement". 

One risk of this account type selection would be if you are NOT intending to utilize the account for retirement.  The second account type "risk" is dependent on your tax situation, how long the money will be in the account, and over what time period you will take withdrawals.  There are plenty of online calculators that will help you enter some assumptions and calculate whether this account makes sense for you.  Generlally speaking, if you have time on your side and are utilizing this account type to invest long term, there are many advantages for most investors.

The other major risks depend largely on the type of investments you utilize in such an account....stock, bonds, mutual funds, etf's, which types of investments in each, etc..

Hope that helps!

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