Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Miles has been in the financial industry since 2018. Jason currently works at Weild & Co. Jason is licensed to provide investment advice in California, New York and North Carolina. Jason is also registered with FINRA and the SEC. Previously, Jason was a registered representative with Viant Capital LLC. Jason is committed to providing clients with the highest level of service and expertise.
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.
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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2
NY
01/11/2021 - Present
Weild & Co. (NEW YORK NY)
CA
01/18/2018 - 01/14/2019
VIANT CAPITAL LLC (SAN FRANCISCO CA)
CA
03/25/2004 - 06/07/2004
VIANT CAPITAL LLC (SAN FRANCISCO CA)
NY
11/24/2000 - 09/06/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 01/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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