Jason Miller
Jason Miller is a registered investment advisor at LPL Financial LLC, based in Castle Rock, CO, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Castle Rock, CO
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is involved in several business activities, including Jason G Miller LLC (tax/investment purposes), One Resource Group (non-variable insurance), Gladstone Wealth Partners (DBA for LPL business), Priority Wealth Partners (DBA for LPL business), Priority Life Consultants (insurance agent), several real estate investment/rental LLCs, and the Jason and Ali Miller Trust. He dedicates full-time hours to Jason G Miller LLC, Gladstone Wealth Partners, and Priority Wealth Partners, a few hours per week to One Resource Group and Priority Life Consultants, and minimal time to the real estate LLCs.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations5 states
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.