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Jared Miller

Edward Jones

Southport, California
About
Company name
Edward Jones
Business title
Financial Advisor
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
Tri-State

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.
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