Jason F. Miller

Employer firm

Assetmark, Inc. CRD 109018

$91.8B regulatory AUM 220,268 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → Present
  Capital Brokerage Corporation
  Richmond, VT
• 09/2013 → Present
  Assetmark Financial, Inc.
  Concord, CA
• 08/2014 → Present
  Assetmark Brokerage, Llc
  Concord, CA

Previous Registrations

• 2010-09-14 → 2012-09-13
  Wedbush Securities Inc.
  Los Angeles, CA
• 2007-10-23 → 2008-12-31
  Ubs Financial Services Inc.
  Los Angeles, CA

Other Businesses

AssetMark Financial INC., 1655 GRANT STREET #10 FLOOR, CONCORD, CA 94520 , INVESTMENT RELATED (YES)/INVESTMENT ADVISOR, EMPLOYEE, START DATE 08/2013, HRS MONTHLY & DURING TRADING 160, ROLE IS INVESTMENT ANALYST.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-22

Other Names

• Jason Miller
• Jason Miller
• Jason Fredrick Miller
• Jason F Miller