Jacob Miller CFA®

I attended Ohio State University, where I graduated with a Bachelor’s degree in International Studies with a specialization in Security & Intelligence. After graduation, I worked a variety of roles in retail, service, and construction sectors, which helped me to develop a strong work ethic and a foundation for leadership. I brought all of that with me when I found my place as a financial advisor in 2011.

Since then, I have been helping manage assets for clients from all walks of life, providing comprehensive and customized financial advice and portfolio management to help them reach their goals. I strive to maintain a high level of personal service with each of my clients, and am committed to maintaining my personal and professional integrity in the work that I do.

I began my career in finance as a client associate at Wells Fargo Advisors. In 2012, I obtained my Series 7 & Series 66 securities registrations and became a financial advisor. Since then, I have continued to pursue further knowledge and training so that I can better serve my clients on a daily basis, and was able to earn my Chartered Financial Analyst (CFA) designation in 2023.

I was born and raised in Grove City, and am deeply invested in my community. I coach youth soccer and basketball, and attend and volunteer at Rock City Church with my wife, Kory, and our three children: Austin, Quinn, and Chloe. I love the outdoors, and can often be found out cycling, running, backpacking, and camping. I’m also a big fan of Ohio State athletics, the Blue Jackets and the Crew.