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MEMBER PROFILE

 

Jared Miller

Edward Jones

 

Member profile details

Membership level
Connecticut + Tri-State Individual
First name
Jared
Second name/initial
K
Last name
Miller
Title
Financial Advisor
Company
Edward Jones
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Connecticut - Hartford New & Events
  • Connecticut News & Events
  • Greater Boston News & Events
  • Long Island News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
Southport
State
California
 

PROFILE INFORMATION

Call me when
you are working with a business owner looking to solidify their personal and family financial plan when considering a business exit.
Why I/we support XPX
It is an opportunity to collaborate with a comunity of professionals with a shared long term mindset in working with their clients.
Profession
  • Wealth Manager
Functional Expertise
  • Business management
  • Cash management
  • Corporate finance
  • Entrepreneurship
  • Exit/Transition Planning
  • Finance
  • Financial Modelling
  • Strategic planning
Client Industry(ies)
  • Business Services
  • Financial Services
  • Media and Entertainment
Professional Certification(s)
CEPA, SE-AWMA
Transition Planning Certification or Methodology
CEPA
In Business Since
1987
How to contact
475-888-9386 or jared.miller@edwardjones.com
LinkedIn profile link
linkedin.com/in/jared-miller-se-awma®-cepa®-15a415158
Business Focus
I was a CFO for small to mid sized businesses previously and understand the business owner mindset.
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