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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 Richard Miller is a registered Investment Advisor Representative with Crewe Advisors. Jason has been in the industry since 2004, with experience in various financial institutions such as BMO Harris Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities Inc. Jason holds Series 7, Series 31 and Series 66 licenses, and has worked with individuals, businesses, high-net-worth clients, charitable organizations, and pension and profit-sharing plans. Crewe Advisors is an investment advisory firm that provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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
UT
09/08/2021 - Present
Crewe Advisors (SALT LAKE CITY UT)
AZ
12/13/2017 - 11/18/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
04/20/2011 - 12/31/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
08/29/2008 - 01/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MESA AZ)
AZ
05/12/2008 - 08/25/2008
J.P. MORGAN SECURITIES INC. (SCOTTSDALE AZ)
AZ
02/26/2004 - 06/29/2006
PIPER JAFFRAY & CO. (SCOTTSDALE AZ)
BOTH
Issued 02/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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