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Jason Richard Miller

Crewe Advisors

Salt Lake City, UT

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Current Employers
Crewe Advisors

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-09-15
UT RA APPROVED 2021-09-08
  • AZ RA
    APPROVED
    Since 2021-09-15
  • UT RA
    APPROVED
    Since 2021-09-08

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bmo Wealth Managment Chicago IL 04/2016 07/2017
Bmo Wealth Management Chicago IL 07/2017 09/2021
Crewe Advisors Scottsdale AZ 09/2021 06/2022
Crewe Advisors Salt Lake City UT 06/2022 Present
  • 04/2016 → 07/2017
    Bmo Wealth Managment
    Chicago, IL
  • 07/2017 → 09/2021
    Bmo Wealth Management
    Chicago, IL
  • 09/2021 → 06/2022
    Crewe Advisors
    Scottsdale, AZ
  • 06/2022 → Present
    Crewe Advisors
    Salt Lake City, UT
Previous Registrations
  • 2017-12-15 → 2019-11-18
    Bmo Harris Financial Advisors, Inc.
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Scottsdale, AZ
  • 2011-08-08 → 2015-12-31
    Bmo Harris Financial Advisors, Inc.
    Scottsdale, AZ
    Chicago, IL
    Scottsdale, AZ
  • 2008-08-29 → 2011-01-03
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Gilbert, AZ
  • 2008-06-02 → 2008-08-25
    J.P. Morgan Securities Inc.
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-05
  • S66 Uniform Combined State Law Examination
    2008-02-05
Other Names
  • Jason Richard Dorsey Miller

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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