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JM

Jason B. Miller

IVP CAPITAL
Water Mill, NY 11976
Some features on this profile are disabled
CRD#: 2430680
JM

Professional summary

Jason Byrd Miller is a registered financial professional currently at IVP CAPITAL, LLC located in Water Mill, New York.

Jason is registered as a RR (Registered Representative) and started their career in finance in 1993. Jason has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Byrd Miller's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 5, 2000 - Present

IVP CAPITAL, LLC

Office #1: 337 Noyac Path, Water Mill, NY 11976
BD
CRD#: 104197
Water Mill, NY
Past

December 16, 2011 - February 12, 2016

ADVANCED GLOBAL SECURITES CORP.

BD
CRD#: 36095
HUDSON, NY
Past

July 26, 2011 - June 8, 2012

PETRIE PARTNERS SECURITIES, LLC

BD
CRD#: 131783
DENVER, CO
Past

July 11, 2007 - January 9, 2019

OCP CAPITAL, LLC

BD
CRD#: 143381
WELLINGTON, FL
Past

December 6, 1993 - July 22, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(10/5/2000)

Exams

State Security Law Exam
RR
Series 63
Date: 8/8/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/2/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/29/2000
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IC
IVP CAPITAL, LLC
INTERNATIONAL VENTURE PARTNERS, LLC | IVP SECURITIES, LLC | IVP CAPITAL, LLC | IVP

CRD#: 104197 / SEC#: , 8-52663

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information

Main Address
337 Noyac Path, Water Mill, NY 11976
Mailing Address
337 Noyac Path, Water Mill, NY 11976
Phone number
(212) 308-0940
Established
New York since 10/05/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
EBERSTADT, OLIVER ROBERTCEO,CCO1808170
EBERSTADT, OLIVER ROBERTCEO, CHIEF COMPLIANCE OFFICER1808170
EBERSTADT, OLIVER ROBERT100% OWNER1808170
GRUTSCHUS, CHRISTIANPRINCIPAL5148714
MILLER, JASON BYRDCFO, COO, PRINCIPAL2430680

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

IVP CAPITAL, LLC

CRD#: 104197Water Mill, NY 11976

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