Jason Gregory Miller

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2011 → 03/2023
  Mile High Bmx
  Lakewood, CO
• 10/2010 → 12/2023
  World Financial Group, Inc.
  Greenwood Village, CO
• 07/2001 → 11/2023
  Centurylink
  Denver, CO
• 01/2012 → 12/2023
  Transamerica Financial Advisors, Inc
  Greenwood Village, CO
• 11/2007 → 12/2023
  Rental Property
  Littleton, CO
• 12/2023 → Present
  Lpl Financial Llc
  Castle Rock, CO

Previous Registrations

• 2012-01-06 → 2023-12-11
  Transamerica Financial Advisors, Llc
  Denver, CO
  Greenwood Village, CO
  Centennial, CO
  Centennial, CO
• 2011-11-02 → 2012-01-06
  Investment Advisors International, Inc.
  Denver, CO
  Westminster, CO

Other Businesses

1) 11/2023 - Jason G Miller LLC / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Castle Rock CO / Start date 09/13/2011 - 160 Hrs per month - 95% Time Spent 2) 11/2023 - One Resource Group / Non-Variable Insurance / Inv. Related / Roanoke,IN / Start date 12/05/2023 - 5 Hrs per month - 5 % Time Spent 3) 11/2023 - Gladstone Wealth Partners /DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 4) 11/2023 - 2809 39th Avenue, LLC / Real Estate Investments/Rentals / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / 80634, CO / Start date 02/23/2021 - 1 Hrs per month / 2% Time Spent 5) 11/2023 - 2804 39th Avenue, LLC / Real Estate Investments/Rentals / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / 80634, CO / Start date 02/13/2021 - 2 Hrs per month / 2% Time Spent 6) 11/2023 - 1803 88th Ave, LLC / Real Estate Investments/Rentals / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / 80634, CO / Start date 02/13/2021 - 2 Hrs per month / 2% Time Spent 7) 11/2023 - 5149 Goldking Road, LLC / Real Estate Investments/Rentals / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / 81008 Colorado / Start date 02/13/2021 - 2 Hrs per month / 2% Time Spent 8) 11/2023 - 5048 Buchanan Drive, LLC / Real Estate Investments/Rentals / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / 81008 Colorado / Start date 02/13/2021 - 2 Hrs per month / 2% Time Spent 9) 12/2023 - Jason and Ali Miller Trust - Inv Related - Castle Rock, CO - Act in a Fiduciary Capacity - Trustee - Started: 10/23/2013 10) 04/16/2024 - Priority Wealth Partners - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/13/2024 - 160 Hrs/Mo During Trading. 11) 10/21/2024 - Priority Life Consultants - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 08/21/2024 - 10 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-03
• S63 Uniform Securities Agent State Law Examination
  2011-08-23

Other Names

• Jason Gregory Miller