Jason P. Miller

PAUL R. RIED FINANCIAL GROUP

Bellevue, WA 98004-6366

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CRD#: 4998437

Professional summary

Jason Paul Miller is a registered financial advisor currently at PAUL R. RIED FINANCIAL GROUP, LLC located in Bellevue, Washington.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jason has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. NAME OF OTHER BUSINESS: CASCADE BREWERS GUILD INVESTMENT RELATED: NO ADDRESS: WOODINVILLE, WA NATURE OF BUSINESS: HOME BREWERS GROUP START DATE: 11/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF TRADING HOURS PER WEEK: 1 POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT BRIEF DESCRIPTION OF DUTIES: CONDUCT MONTHLY MEETINGS & HELP COORDINATE EVENTS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Paul 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®

None

Experience

Current

August 16, 2018 - Present

PAUL R. RIED FINANCIAL GROUP, LLC

Office #1: 10801 Main Street Suite 201, Bellevue, WA 98004-6366

RIA

CRD#: 297284

Bellevue, WA

Past

June 29, 2023 - October 31, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

BELLEVUE, WA

Past

May 4, 2011 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

BELLEVUE, WA

Past

October 15, 2010 - October 31, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

BELLEVUE, WA

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".

PAUL R. RIED FINANCIAL GROUP, LLC

CRD#: 297284 / SEC#: 801-113796

RIA

Registered Investment Advisory firm - (8/3/2018 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

Texas
(8/17/2018)

IAR

Washington
(8/16/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/11/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/14/2010

General Securities Representative Examination

Current Firm

PAUL R. RIED FINANCIAL GROUP, LLC

CRD#: 297284 / SEC#: 801-113796

RIA

Registered Investment Advisory firm - (8/3/2018 Approved)

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Contact information

Main Address

10801 Main Street Suite 201, Bellevue, WA 98004-6366

Mailing Address

Phone number

(425) 646-6777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PAUL RIED ADV PART 2A BROCHURE (2/24/2025)

Regulatory assets under management

Total Number of Accounts	2,496
AUM (Assets Under Management)	$ 1,061,462,332

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.

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Jason P. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PAUL R. RIED FINANCIAL GROUP, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

PAUL R. RIED FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2011

SIE

Date: 10/1/2018

Series 7

Date: 10/14/2010

Current Firm

PAUL R. RIED FINANCIAL GROUP, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PAUL R. RIED FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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