Jason Miller
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$0Firm assets
Are you Jason Miller? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2026 to now
- Charles Schwab & Co., Inc.Jul 2026 to now
- Principal Life Insurance CompanyNov 2024 to Jul 2026
- Principal Securities, Inc.Nov 2024 to Jul 2026
- Raymond James Financial Services Advisors, Inc.Jun 2024 to Oct 2024
- Raymond James Financial Services, Inc.Jun 2024 to Oct 2024
- Busey BankJul 2023 to Oct 2024
- Busey Investment ServicesJul 2023 to Oct 2024
- JPMorgan Securities LLCDec 2016 to Jul 2023
- Fidelity Brokerage Services LLC / Strategic Advisers, Inc.Jan 2015 to Dec 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (IL).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4176429
- Firm CRD
- 159035