Jason Miller, financial advisor Paducah KY

Jason Miller

CRD Number: 5292847
Current Firm: Avantax Advisory Services

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.

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Company Name Location Dates Years
Avantax Advisory Services Calvert City, KY Jul 2023 - Current 1
Avantax Investment Services Inc. 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
Contact Info for Jason M. Miller
Phone Number: 972-870-6000
Registered State(s):
  • IL
  • KY
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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