Jason
Miller

Principal Global Investors

CRD#4128455
Investment Advisor
in New York, NY

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About this Advisor

Jason Miller is an advisor whose office is in New York, New York. Currently a registered financial advisor with Principal Global Investors, they have accumulated 19 years of work experience in the financial advisory industry. Miller maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Miller can advise investors based out of Illinois. During their career, the advisor has held roles at Princor Financial Services Corporation, Principal Life Insurance Company and Principal Funds Distributor. Principal Global Investors is based out of New York, New York, and has six additional offices in the country. As a company, Principal Global Investors manages $296 billion in assets across 16,121 client accounts and retains more than 1,776 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 16,108 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 48% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Principal Global Investors can offer portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

20 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

888 7Th Avenue 25Th Floor
New York, NY 10019

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Principal Global Investors Brokerage Details

Total Assets Under Management

$295,981,292,788

NY Average: $9,259,360,772
Total Number of Employees

1,776

NY Average: 166
Total Number of Accounts

16,121

NY Average: 7,189
Average Account Size

$18,359,983

NY Average: $1,287,990

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jason Miller Work History

Jason has 20 years of experience.

2016 - Present (4 years)

Principal Funds Distributor

2000 - Present (20 years)

Principal Life Insurance Company

2000 - 2016 (16 years)

Princor Financial Services Corporation

Disclosures

Jason Miller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Global Investors

Kenneth Burd
New York, NY
Brandon Miller
Des Moines, IA
Nicholas Coppola
Chicago, IL
Beau Hillger
Des Moines, IA
Christopher Goehring
Des Moines, IA
Mark Nelson
Des Moines, IA
Robert Nodar
Glen Allen, VA
Kishor Bhatia
Des Moines, IA

This content was compiled from the SEC and FINRA.

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