Jason Miller (CRD# 5292847) is an Investment Advisor Representative working at Avantax Advisory Services in Paducah, KY and has over 4 years of experience in the finance industry.
CRD# 4737203
Lpl Financial LLC
CRD# 1522217
Robert W. Baird & Company Incorporated
CRD# 6102226
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Investment Services Inc. | Calvert City, KY | Jul 2023 - Current | 1 |
Avantax Advisory Services | Calvert City, KY | Jul 2023 - Current | 1 |
Unemployment | Calvert City, KY | Jun 2023 - Jul 2023 | < 1 |
Trustage/lpl Financial LLC | Bettendorf, IA | May 2022 - Jun 2023 | 1 |
Cuna Mutual Group | Waverly, IA | Nov 2021 - Jun 2023 | 1 |
Trustage/cuna Brokerage Services, Inc. | Bettendorf, IA | Nov 2021 - May 2022 | < 1 |
Ihmvcu Investment Services/lpl Financial LLC | Davenport, IA | Sep 2019 - Nov 2021 | 2 |
Ih Mississippi Valley Credit Union | Moline, IL | Sep 2009 - Sep 2019 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- IL
- KY
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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