Jason MillerCRD Number: 2968067
Current Firm: Diversified Management Inc.
Jason Miller (CRD# 2968067) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry. Jason Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Diversified Management, Inc.||Milwaukee, WI||Aug 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
Total Assets Under Management831MILLIONS
Total Number of Accounts1,379ACCOUNTS
Average Account Value$602,813
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IL, NH, SC, TX, WI