Jason MillerCRD Number: 4635020
Current Firm: Advice And Planning Services
Jason Miller (CRD# 4635020) is an Investment Advisor Representative working at Advice And Planning Services in Omaha, NE and has over 14 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Tiaa||Omaha, NE||Sep 2006 - Current||11|
|Tiaa-cref Individual & Institutional Services, LLC||Omaha, NE||Sep 2006 - Current||11|
|Bankers Life||Lakewood, CO||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2003|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV