Jared Miller
Edward Jones
Southport, California
Contact
How to contact
475-888-9386 or jared.miller@edwardjones.com
Professional Profile
Call Me When
you are working with a business owner looking to solidify their personal and family financial plan when considering a business exit.
Professions
Wealth Manager
Functional Expertise
Business management
Cash management
Corporate finance
Entrepreneurship
Finance
Financial Modelling
Strategic planning
Exit/Transition Planning
Business Focus
I was a CFO for small to mid sized businesses previously and understand the business owner mindset.
Professional Certification
CEPA, SE-AWMA
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Financial Services
Media and Entertainment
Chapter information
Membership
Tri-State Individual
Member since
New Member
Why I'm a Member of XPX
It is an opportunity to collaborate with a comunity of professionals with a shared long term mindset in working with their clients.
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2026 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2026 XPX Global LLC. All Rights Reserved.