Unclaimed
Jason Wilcox Miller is an investment advisor representative with Cetera Investment Advisers LLC, based in Haddonfield, NJ. Jason has been in the industry since April 2010 and has experience working with clients in various states. He has also been involved in the Boy Scouts of America organization since 2024, serving as Executive Vice President of the Garden State Council. Jason Wilcox Miller is a registered investment advisor in New Jersey and is also registered with the Financial Industry Regulatory Authority (FINRA).
HADDONFIELD, NJ
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.
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.
1
2
NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (HADDONFIELD NJ)
NJ
09/14/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HADDONFIELD NJ)
TN
10/16/1997 - 03/07/2005
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
BOTH
Issued 9/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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