Jason Nolan Miller

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 10/2017 → 09/2023
  Td Ameritrade
  Fort Worth, TX
• 01/2015 → 10/2017
  Boys And Girls Club Of Greater Fort Worth
  Fort Worth, TX
• 09/2023 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 03/2025 → Present
  Charles Schwab Bank
  Westlake, TX

Previous Registrations

• 2019-01-22 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Southlake, TX
• 2019-01-22 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Fort Worth, TX
  Westlake, TX

Other Businesses

Name of Outside Business:Gifted LLC; Investment Related:No; Address of Outside Business:Fort Worth, TX; Nature of Outside Business:Retail Sales; Position:Cashier; Start Date:3/3/2019; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: I will be helping check out customers and general shop duties such as cleaning, stocking, labeling etc

Exams

• S66 Uniform Combined State Law Examination
  2019-01-18
• S63 Uniform Securities Agent State Law Examination
  2017-11-28

Other Names

• Jason Miller