Jason Miller (CRD# 7870746) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Summer Shade, KY and has 1 year of experience in the finance industry.
CRD# 6397789
Avantax Advisory Services
CRD# 3088602
Robert W. Baird & Company Incorporated
CRD# 3057343
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Summer Shade, KY | Feb 2024 - Current | < 1 |
| State Farm Vp Management Corp. | Summer Shade, KY | Feb 2024 - Current | < 1 |
| Summer Shade Farms | Summer Shade, KY | Jan 2022 - Jan 2024 | 2 |
| Red Oak Real Estate | Orcutt, CA | Apr 2007 - Dec 2021 | 14 |
| California Highway Patrol - State Of California | Buellton, CA | Jan 2008 - Jun 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
| S63 | Uniform Securities State Law Examination | Dec 2023 |
- KY
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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