Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason C. Miller is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Urbana, Illinois. Jason has been in the financial services industry since 2000 and has experience with a wide range of financial products and services. He holds both Series 65 and Series 66 licenses as well as Series 7, Series 9, Series 10 and Series 24. Jason previously worked at J.P. Morgan Securities LLC, Fidelity Brokerage Services LLC, TD Ameritrade, Inc., Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, Charles Schwab & Co., Inc. and American Express Financial Advisors Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
06/03/2024 - Present
Raymond James Financial Services Advisors, Inc. (Urbana IL)
IL
01/13/2017 - 07/14/2023
J.P. MORGAN SECURITIES LLC (Orland Park IL)
IL
01/30/2015 - 12/14/2016
FIDELITY BROKERAGE SERVICES LLC (OAK BROOK IL)
IL
03/11/2010 - 01/26/2015
SCOTTRADE, INC. (TINLEY PARK IL)
IL
01/08/2010 - 03/08/2010
INFINIUM SECURITIES, LLC (CHICAGO IL)
IL
11/07/2005 - 05/01/2008
TD AMERITRADE, INC. (OAK BROOK IL)
IL
07/06/2005 - 11/22/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
02/12/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
11/07/2000 - 02/24/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
05/30/2000 - 07/06/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/30/2000 - 07/06/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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