portrait of Jared K Miller

About Jared

Having grown up in a family of artists who had no financial education, it became clear to me that I needed to learn about finance. I decided to do it in a way to also help others. As a financial advisor, my objective is simple – I want to understand my clients' unique personal values and financial needs and then assist them by creating and delivering customized financial solutions to help them achieve their goals. I love to work with my clients to identify and track their multiple needs, wants and wishes, and to help them understand and feel comfortable...

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Business Retirement Plans

Work History

  • Edward JonesJuly 2018 to Current

Certifications

  • SE-AWMA™

    Sports and Entertainment Accredited Wealth Management Advisor™

Education

  • New York UniversityBachelor of Science

Personal Interests

  • Music
  • Movies & Entertainment
  • Sports Enthusiast
  • Photography
  • Bird Watching

Team Members

  • Trisha Danka
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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