Jason Matthew Miller
Investment adviser representative at Cetera Investment Advisers LLC
17 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Advisory ServicesJul 2023 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance Services.Jul 2023 to Sep 2025
- Avantax Investment Services Inc.Jul 2023 to Sep 2025
- UnemploymentJun 2023 to Jul 2023
- Trustage/lpl Financial LLCMay 2022 to Jun 2023
- Cuna Mutual GroupNov 2021 to Jun 2023
- Trustage/cuna Brokerage Services, Inc.Nov 2021 to May 2022
- Ihmvcu Investment Services/lpl Financial LLCSep 2019 to Nov 2021
- Ih Mississippi Valley Credit UnionSep 2009 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (KY).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5292847
- Firm CRD
- 105644