Unclaimed Profile

Jason Richard Miller

CREWE ADVISORS LLC·SALT LAKE CITY, Utah

SIE, Series 7, Series 31, Series 66Clean record18 years registeredCREWE ADVISORS LLC

650 S. MAIN STREET, SALT LAKE CITY, UT 84101CRD# 4678356Firm CRD# 173920

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Richard Miller · SALT LAKE CITY, UT

Registration

CRD #4678356 · CREWE ADVISORS LLC · 18 years registered

Brand Profile

Not yet started

Career History

CREWE ADVISORS

Sep 2021 – present

BMO HARRIS FINANCIAL ADVISORS, INC

Aug 2019 – Nov 2019

SCOTTSDALE, AZ

BMO HARRIS FINANCIAL ADVISORS, INC

Dec 2017 – Aug 2019

SCOTTSDALE, AZ

BMO HARRIS FINANCIAL ADVISORS, INC

Aug 2011 – Dec 2015

SCOTTSDALE, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2008 – Jan 2011

MESA, AZ

J. P. MORGAN SECURITIES INC.

Jun 2008 – Aug 2008

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · June 2, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CREWE ADVISORS LLC

CRD 173920 · SEC 801-80723

AUM

$1.6B

Regulatory assets under management

Employees

1,096 client accounts

Services offered by CREWE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CREWE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jason Richard Miller offer?

Jason Richard Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Jason Richard Miller's credentials?

Jason Richard Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Richard Miller located?

Jason Richard Miller is based in SALT LAKE CITY, Utah, working with CREWE ADVISORS LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Jason Richard Miller charge for services?

Jason Richard Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREWE ADVISORS LLC?

CREWE ADVISORS LLC has approximately 24 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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