Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason D. Miller is a registered representative with Thrivent Investment Management Inc. Jason has been in the financial industry for over 10 years. Jason holds Series 66 and Series 7TO licenses. Jason has a branch office in Iowa Falls, Iowa. Jason's primary focus is providing financial planning and portfolio management services to individuals and families. Jason also provides financial planning services to churches and non-profit sharing retirement accounts.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
IA
01/05/2022 - Present
Thrivent Investment Management Inc. (Iowa Falls IA)
BOTH
Issued 01/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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