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Jason F. Miller

Assetmark, Inc.

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About Jason F. Miller

Jason Miller is a financial advisor at Assetmark, Inc.. Jason is currently registered with the state of California. Jason Miller has been in the industry since 2007 and has previously worked for Assetmark Brokerage, LLC., Capital Brokerage Corporation, Wedbush Securities Inc. and UBS Financial Services Inc.. Jason has passed the Uniform Combined State Law Examination, Series 66, Securities Industry Essentials Examination and the General Securities Representative Examination. Jason's specializations include fixed income, equities, mutual funds and variable products.

Firm Information

Jason Miller is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Miller’s Registration & Firm History

CA

11/05/2012 - Present

Assetmark, Inc. (CONCORD CA)

CA

08/15/2014 - 04/16/2018

ASSETMARK BROKERAGE, LLC (Encino CA)

VA

02/18/2014 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

VA

10/03/2012 - 11/19/2013

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

CA

09/15/2010 - 09/13/2012

WEDBUSH SECURITIES INC. (LOS ANGELES CA)

CA

07/09/2007 - 12/31/2008

UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)

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Licenses & Designations

BOTH

Issued 10/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason F. Miller.
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