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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Miller is a financial advisor with Avantax Advisory Services. Jason Miller has been in the financial services industry for 10 years. Jason Miller specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Jason Miller is registered with the state of Kentucky and Illinois and holds the Series 7, 66, and SIE licenses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
KY
07/13/2023 - Present
Avantax Advisory Services (Paducah KY)
IA
05/18/2022 - 07/26/2023
LPL FINANCIAL LLC (Bettendorf IA)
IA
11/12/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Bettendorf IA)
IA
10/14/2019 - 11/09/2021
LPL FINANCIAL LLC (DAVENPORT IA)
IL
04/01/2009 - 09/22/2009
WELLS FARGO INVESTMENTS, LLC (GALESBURG IL)
BOTH
Issued 11/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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