JM
JM

Jason Miller

6 Years of Experience
Paducah, KY
BrokerSells Insurance

Jason Miller is a registered investment advisor at Cetera Investment Advisers LLC, based in Paducah, KY, with 6 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

5978 Old Us Hwy 45 S, Paducah, KY, 42003

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason works as a financial advisor, assisting individuals with investments, tax laws, insurance, and investing. This role, which involves investment advice, tax planning, and estate planning, is a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
July 2023 - September 2025 · 2 yrs 2 mos
Avantax Advisory Services
July 2023 - September 2025 · 2 yrs 2 mos
LPL Financial LLCBroker
May 2022 - July 2023 · 1 yr 2 mos
LPL Financial LLC
May 2022 - July 2023 · 1 yr 2 mos
CUNA Brokerage Services, INC.Broker
November 2021 - May 2022 · 6 mos
CUNA Brokerage Services, INC.
November 2021 - May 2022 · 6 mos
LPL Financial LLC
November 2019 - November 2021 · 2 yrs
LPL Financial LLCBroker
October 2019 - November 2021 · 2 yrs 1 mo
Wells Fargo Investments, LLC
April 2009 - September 2009 · 5 mos
Wells Fargo Investments, LLCBroker
April 2009 - September 2009 · 5 mos
State Registrations2 states
ILKY
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.