Jacob Miller is the President of JEM Wealth Management, where he provides wealth planning and investment advisory services to high-net-worth individuals, families, and business owners. He leverages his extensive experience in portfolio management and financial planning to help clients pursue their goals while preserving and growing capital.
Employing a goals-based planning approach, Jacob listens carefully to his clients to understand their objectives and brings proactive problem-solving skills to anticipate challenges, remove obstacles, and communicate clear outcomes. His clients describe him as approachable, trustworthy, and someone they can rely on to navigate their financial future with confidence.
Jacob’s career spans over a decade, beginning at Morgan Stanley, where he gained experience managing client portfolios and providing strategic financial advice. He then served as Senior Vice President at KBK Wealth Management before founding JEM Wealth Management, where he continues to guide clients with a disciplined, conservative approach to investing.
A graduate of Pennsylvania State University, Jacob holds FINRA Series 7 and 66 licenses, enabling him to provide comprehensive investment advisory services and oversee client accounts.
Born and raised in New York, Jacob resides on Long Island with his wife and their two young children. Outside of work, he enjoys golfing, maintaining an active lifestyle, and spending quality time with his friends and family. He also enjoys watching football and traveling.