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RIA / WealthAdvisor18 years in industry

JASON RICHARD MILLER

Advisor at CREWE ADVISORS

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:2ed809d0-c2c9-ab2e-72ec-3ff115486a5e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 2, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREWE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 5, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 5, 2008
First registration: Jun 2, 2008
Dual registered: no
Other names: Jason Richard Dorsey Miller
IAPD individual key: 4678356

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREWE ADVISORS	Independent wealth	Sep 8, 2021	n/a	yes	SALT LAKE CITY, UT	Current employment
BMO HARRIS FINANCIAL ADVISORS, INC	Former SEC adviser	Dec 15, 2017	Nov 18, 2019	no	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|SCOTTSDALE, AZ	Previous registration
BMO HARRIS FINANCIAL ADVISORS, INC	Former SEC adviser	Aug 8, 2011	Dec 31, 2015	no	SCOTTSDALE, AZ\|CHICAGO, IL\|SCOTTSDALE, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 29, 2008	Jan 3, 2011	no	GILBERT, AZ	Previous registration
J.P. MORGAN SECURITIES INC.	n/a	Jun 2, 2008	Aug 25, 2008	no	SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BMO HARRIS FINANCIAL ADVISORS, INC	CREWE ADVISORS	Nov 18, 2019	Sep 8, 2021	660	Firm change after gap	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BMO HARRIS FINANCIAL ADVISORS, INC	Jan 3, 2011	Aug 8, 2011	217	Firm change	Other
J.P. MORGAN SECURITIES INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 25, 2008	Aug 29, 2008	4	Firm change	Other

Relationships

Registered with (4)

→ CREWE ADVISORSRegistered adviserregistration: current employment
Sep 8, 2021 to presentfactForm ADV
→ BMO HARRIS FINANCIAL ADVISORS, INCRegistered adviserregistration: previous registration
Dec 15, 2017 to Nov 18, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 29, 2008 to Jan 3, 2011factForm ADV
→ J.P. MORGAN SECURITIES INC.Registered adviserregistration: previous registration
Jun 2, 2008 to Aug 25, 2008factForm ADV

Dated events

No dated event names this entity yet.