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JM

Jason R. Miller

CREWE ADVISORS
Salt Lake City, UT 84101
Some features on this profile are disabled
CRD#: 4678356
JM

Professional summary

Jason Richard Miller, CFP®, CPWA®, who also goes by Jason Richard Dorsey Miller, is a registered financial advisor currently at CREWE ADVISORS located in Salt Lake City, Utah.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jason has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason Richard Dorsey Miller

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) - RIA

Click below to view Jason Richard Miller's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

CPWA®

Certified Private Wealth Advisor

Experience

Current

September 8, 2021 - Present

CREWE ADVISORS

Office #1: 650 S. Main Street Suite 700, Salt Lake City, UT 84101
RIA
CRD#: 173920
Salt Lake City, UT
Past

August 9, 2019 - November 18, 2019

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA
CRD#: 137115
SCOTTSDALE, AZ
Past

December 15, 2017 - August 7, 2019

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA
CRD#: 137115
SCOTTSDALE, AZ
Past

December 13, 2017 - November 18, 2019

BMO HARRIS FINANCIAL ADVISORS, INC.

BD
CRD#: 137115
SCOTTSDALE, AZ
Past

August 8, 2011 - December 31, 2015

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA
CRD#: 137115
SCOTTSDALE, AZ
Past

April 20, 2011 - December 31, 2015

BMO HARRIS FINANCIAL ADVISORS, INC.

BD
CRD#: 137115
SCOTTSDALE, AZ
Past

August 29, 2008 - January 3, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MESA, AZ
Past

August 29, 2008 - January 3, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
MESA, AZ
Past

June 2, 2008 - August 25, 2008

J.P. MORGAN SECURITIES INC.

RIA
CRD#: 18718
SCOTTSDALE, AZ
Past

May 12, 2008 - August 25, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
SCOTTSDALE, AZ
Past

February 26, 2004 - June 29, 2006

PIPER SANDLER & CO.

BD
CRD#: 665
SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CREWE ADVISORS
CREWE ADVISORS | HALLIDAY, RYAN | CREWE CAPITAL ADVISORS, LLC | CREWE ADVISORS LLC

CRD#: 173920 / SEC#: 801-80723

RIA
Registered Investment Advisory firm - (1/2/2015 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(9/15/2021)
IAR
Utah
(9/8/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/5/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 2/22/2006
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/24/2004
General Securities Representative Examination

Current Firm

CA
CREWE ADVISORS
CREWE ADVISORS | HALLIDAY, RYAN | CREWE CAPITAL ADVISORS, LLC | CREWE ADVISORS LLC

CRD#: 173920 / SEC#: 801-80723

RIA
Registered Investment Advisory firm - (1/2/2015 Approved)
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Contact information

Main Address
650 S. Main Street Suite 700, Salt Lake City, UT 84101
Mailing Address
Phone number
(385) 355-2700
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (10 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREWE ADVISORS FORM ADV PART 2A BROCHURE (6/5/2025)

Regulatory assets under management

Total Number of Accounts1,711
AUM (Assets Under Management)$ 2,512,342,970

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

CREWE ADVISORS

CRD#: 173920Salt Lake City, UT 84101

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