JM
JM

Jason Richard Miller

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
652 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$2M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $5.0M1.00%
$5M+0.90%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

650 S. Main Street, Suite 700, Salt Lake City, UT, 84101

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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.

Learn about disclosures →
Employment History
Current Registrations
Crewe Advisors
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
BMO Harris Financial Advisors, INC
August 2019 - November 2019 · 3 mos
BMO Harris Financial Advisors, INC
December 2017 - August 2019 · 1 yr 8 mos
BMO Harris Financial Advisors, INC.Broker
December 2017 - November 2019 · 1 yr 11 mos
BMO Harris Financial Advisors, INC
August 2011 - December 2015 · 4 yrs 4 mos
BMO Harris Financial Advisors, INC.Broker
April 2011 - December 2015 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2008 - January 2011 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - January 2011 · 2 yrs 5 mos
J. P. Morgan Securities INC.
June 2008 - August 2008 · 2 mos
J.P. Morgan Securities INC.Broker
May 2008 - August 2008 · 3 mos
Piper Jaffray & CO.Broker
February 2004 - June 2006 · 2 yrs 4 mos
State Registrations2 states
AZUT
Advisor
Exams
No exam information available for this advisor.