Unclaimed
Jason Miller is a financial professional with over 20 years of experience in the industry. Jason has worked at several prominent firms, including Wachovia Securities, LLC, Wells Fargo Securities, LLC, and Citizens Capital Markets. Jason is currently a Registered Representative with Citizens JMP Securities, LLC. Jason holds a Series 7, Series 24, Series 63, Series 79TO and SIE licenses. Jason is registered to provide securities-related services in all 50 states and the District of Columbia.
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.
1
2
NC
08/01/2023 - Present
Citizens JMP Securities, LLC (CHARLOTTE NC)
NC
05/16/2016 - 08/01/2023
CITIZENS CAPITAL MARKETS (CHARLOTTE NC)
MA
11/16/2011 - 05/16/2016
CITIZENS SECURITIES, INC. (BOSTON MA)
NC
07/01/2003 - 06/08/2011
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
MO
10/01/1999 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
09/23/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Miller is the right advisor for you? Invested Better is here to help.