Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason R. Miller is a financial advisor at Raymond James & Associates, Inc. Jason has been working in the financial industry since December 2007 and is currently registered with FINRA. Jason is also registered with the state of Florida and 34 other states. Jason has a broad range of experience in the financial services industry and specializes in providing financial advice to individuals, families, and businesses. Jason's previous employers include FSC Securities Corporation, BMO Harris Financial Advisors, Inc., Harris Investor Services, Inc., Fintegra, LLC, and Chase Investment Services Corp.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
05/25/2016 - Present
Raymond James & Associates, Inc. (Naples FL)
FL
05/15/2013 - 05/17/2016
FSC SECURITIES CORPORATION (NAPLES FL)
IL
01/03/2011 - 12/31/2012
BMO HARRIS FINANCIAL ADVISORS, INC. (ORLAND PARK IL)
IL
10/26/2009 - 09/01/2010
HARRIS INVESTOR SERVICES, INC. (CHICAGO IL)
IL
11/17/2008 - 01/05/2009
FINTEGRA, LLC (CHICAGO IL)
IL
05/01/2006 - 10/24/2008
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 05/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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