DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

J•••• M•••••

S••••• W••••• A•••••••• I•••no RAUMChicago , Ildual registrantIAPD 4176429

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Jason Christopher Miller

At current firm

0 y

since Jul 31, 2026

In the industry

25 y

since Nov 17, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S••••• W••••• A•••••••• I••• no RAUM current
since Jul 31, 2026 · Chicago , Il
P•••••••• S••••••••• I••• BD affiliated
Dec 2, 2024 to Jul 21, 2026 · Downers Grove, Il
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Jun 3, 2024 to Oct 18, 2024 · Urbana, Il
J••• M••••• S••••••••• L•• wirehouse
Jan 13, 2017 to Jul 14, 2023 · New Lenox, Il
S•••••••• A••••••• L•• national BD
Feb 12, 2015 to Dec 21, 2016 · Oak Brook, Il
T• A••••••••• I••••••••• M••••••••• L•• former
May 16, 2006 to May 1, 2008 · Oak Brook, Il
T• A••••••••• I••• former
Nov 7, 2005 to May 1, 2008 · Oak Brook, Il
C•••• I••••••••• S••••••• C•••• former
Jul 6, 2005 to Nov 22, 2005 · Chicago, Il
B••• O•• S••••••••• C••••••••• unclassified
Feb 12, 2004 to Jul 6, 2005 · Chicago, Il
C•••••• S••••• • C••• I••• national BD
May 23, 2002 to Feb 24, 2004 · Schaumburg, Il

Moves

a registration end followed by a registration begin elsewhere

P•••••••• S••••••••• I••• to S••••• W••••• A•••••••• I•••
left Jul 21, 2026, registered Jul 31, 2026 (10 days) · Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to P•••••••• S••••••••• I•••
left Oct 18, 2024, registered Dec 2, 2024 (45 days) · Affiliated broker-dealer or bank to another
J••• M••••• S••••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Jul 14, 2023, registered Jun 3, 2024 (325 days) · Wirehouse to affiliated broker-dealer or bank
S•••••••• A••••••• L•• to J••• M••••• S••••••••• L••
left Dec 21, 2016, registered Jan 13, 2017 (23 days) · Affiliated broker-dealer or bank to wirehouse
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left May 1, 2008, registered May 16, 2006 (-716 days) · channel change inside one enterprise, not a move
T• A••••••••• I••••••••• M••••••••• L•• to S•••••••• A••••••• L••
left May 1, 2008, registered Feb 12, 2015 (2478 days) · Other
C•••• I••••••••• S••••••• C•••• to T• A••••••••• I•••
left Nov 22, 2005, registered Nov 7, 2005 (-15 days) · Other
B••• O•• S••••••••• C••••••••• to C•••• I••••••••• S••••••• C••••
left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
C•••••• S••••• • C••• I••• to B••• O•• S••••••••• C•••••••••
left Feb 24, 2004, registered Feb 12, 2004 (-12 days) · Other

Signals

J•••• M••••• left P•••••••• S••••••••• I••• for S••••• W••••• A•••••••• I••• (registered 2026-07-31)
Jul 21, 2026 · Advisor changed firm · fact
J•••• M••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for P•••••••• S••••••••• I••• (registered 2024-12-02)
Oct 18, 2024 · Advisor changed firm · fact
J•••• M••••• left J••• M••••• S••••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2024-06-03)
Jul 14, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: No RAUM reportedderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address