Jason Mcmillen
Investment adviser representative at Avestar Capital, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Avestar Capital, LLCMay 2025 to now
- Rockefeller Financial LLCMar 2020 to May 2025
- Rock & Co LLCMar 2020 to Dec 2022
- The Ayco Company, L.p./mercer AlliedJun 2011 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
Avestar Capital, LLC
$2.1BAssets managed
187Clients
13Advisers
9 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
- 6187380
- Firm CRD
- 287525