Jason Miller

Current Employers

Employment History

• 01/2015 → 12/2016
  Fidelity Brokerage Services Llc / Strategic Advisers, Inc.
  Oak Brook, IL
• 12/2016 → 07/2023
  Jpmorgan Securities Llc
  New Lenox, IL
• 07/2023 → 10/2024
  Busey Bank
  Urbana, IL
• 06/2024 → 10/2024
  Raymond James Financial Services, Inc.
  Urbana, IL
• 06/2024 → 10/2024
  Raymond James Financial Services Advisors, Inc.
  Urbana, IL
• 07/2023 → 10/2024
  Busey Investment Services
  Urbana, IL
• 11/2024 → 07/2026
  Principal Securities, Inc.
  Downers Grove, IL
• 11/2024 → 07/2026
  Principal Life Insurance Company
  Downers Grove, IL
• 07/2026 → Present
  Charles Schwab & Co., Inc.
  Chicago, IL
• 07/2026 → Present
  Schwab Wealth Advisory, Inc.
  Chicago, IL

Previous Registrations

• 2024-12-02 → 2026-07-21
  Principal Securities, Inc.
  Downers Grove, IL
• 2024-06-03 → 2024-10-18
  Raymond James Financial Services Advisors, Inc
  Urbana, IL
• 2017-01-13 → 2023-07-14
  J.P. Morgan Securities Llc
  New Lenox, IL
  Arlington Hts, IL
  Mount Prospect, IL
  Orland Park, IL
  Long Grove, IL
  Mount Prospect, IL
  Arlington Heights, IL
  Buffalo Grove, IL
  Arlington Heights, IL
  Prospect Heights, IL
  Mt. Prospect, IL
  Buffalo Grove, IL
  Palatine, IL
  Wheeling, IL
  Rolling Meadows, IL
  Buffalo Grove, IL
  Des Plaines, IL
  Arlington Heights, IL
  Palatine, IL
  Hanover Park, IL
  Schaumburg, IL
  Bloomingdale, IL
  Schaumburg, IL
  Glendale Heights, IL
  Elgin, IL
  Streamwood, IL
  Carol Stream, IL
  Streamwood, IL
  Bloomingdale, IL
  Arlington Heights, IL
  Mt Prospect, IL
  Glendale Heights, IL
  Elgin, IL
  Hoffman Estates, IL
  Hoffman Estates, IL
  Glenwood, IL
  Elk Grove Village, IL
  Joliet, IL
  Bolingbrook, IL
  Bolingbrook, IL
  Joliet, IL
  Homer Glen, IL
  Bolingbrook, IL
  Crest Hill, IL
  Montgomery, IL
  Romeoville, IL
  Plainfield, IL
  Yorkville, IL
  Elk Grove Village, IL
  Joliet, IL
  Lockport, IL
  Oswego, IL
  Romeoville, IL
  Shorewood, IL
  Joliet, IL
  Homewood, IL
  Champaign, IL
  Champaign, IL
  Moline, IL
  Springfield, IL
  Mokena, IL
  Palos Heights, IL
  New Lenox, IL
  Lansing, IL
  Bloomington, IL
  Peoria, IL
  Springfield, IL
  Frankfort, IL
  Oak Lawn, IL
  Hickory Hills, IL
• 2015-02-12 → 2016-12-21
  Strategic Advisers Llc
  Oak Brook, IL
  Chesterfield, MO
• 2005-11-07 → 2008-05-01
  Td Ameritrade, Inc.
  Oak Brook, IL
• 2006-05-16 → 2008-05-01
  Td Ameritrade Investment Management, Llc
  Oak Brook, IL
• 2005-07-06 → 2005-11-22
  Chase Investment Services Corp.
  Chicago, IL
• 2004-02-12 → 2005-07-06
  Banc One Securities Corporation
  Chicago, IL
• 2002-05-23 → 2004-02-24
  Charles Schwab & Co., Inc.
  Schaumburg, IL

Other Businesses

**ST. MARY SCHOOL MOKENA IL ATHLETIC BOARD POSITION: Treasurer NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 11409 195th St, Mokena IL 60448, United States DESCRIPTION: My role would be treasurer of the Athletic Board. This will involve accounting of fees from concession and attendance sales as well as registration fees for team sports related to the school. No investments will be done in this role. **RENTAL PROPERTY POSITION: Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2018 ADDRESS: 1812 Wesley, Valparaiso IN 46383, United States DESCRIPTION: Owner of 2nd home in Indiana. Home is rented out currently to a tenant. **JAKE INVESTMENT GROUP, LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/23/2023 ADDRESS: 11428 Abbey Rd, Mokena IL 60448, United States DESCRIPTION: My wife and I invested funds in a Private Securities Transaction. We are part of a group that committed a set amount of capital and are a 1.67% owner in the transaction. No additional funds will be invested. My wife and I have no authority role in this transaction and no clients are involved at all. This is a transaction/OBA only for this investment and no other purpose.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-12
• S66 Uniform Combined State Law Examination
  2000-11-17

Designations

Other Names

• Jason Christopher Miller
• Jason C. Miller
• Jason Miller