JM
JM

Jason Miller

15 Years of Experience
Haddonfield, NJ
BrokerSells Insurance

Jason Miller is a registered investment advisor at Cetera Investment Advisers LLC, based in Haddonfield, NJ, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

41 Ellis Street, Suite 200, Haddonfield, NJ, 08033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jason is the Executive Vice President of Garden State Council BSA, dedicating a few hours per week. He also owns Ridley Miller Industries LLC and JWM Wealth Management LLC, and works as an independent insurance agent, spending nearly full-time hours on these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
October 2017 - June 2021 · 3 yrs 8 mos
Voya Financial Advisors, INC.Broker
September 2017 - June 2021 · 3 yrs 9 mos
Alliancebernstein Investment Research and Management, INC.Broker
October 1997 - March 2005 · 7 yrs 5 mos
State Registrations11 states
DEFLGAMDMONJNYOHPAUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.