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Jason Miller

Jason R. Miller

Registered Client Service Associate

As a Registered Client Service Associate, Jason Miller brings a client-first approach to his role with Intellus Advisors. With more than two decades of experience in financial services, he’s known for his responsiveness, attention to detail, and dedication to creating seamless experiences for both clients and advisors.

Before joining Intellus in 2017, Jason held senior client service roles with Raymond James and Ciccarelli Advisory Services. Originally from Chicago, he attended DePaul University in Chicago.

A lifelong fan of Chicago sports, he enjoys watching games with his boys, staying active in their school and scouting activities, and occasionally enjoys playing a round of golf.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Disclosures: ADV Brochure

Disclosures: Wrap Brochure