Jacob Miller
Client Relationship Associate
Philadelphia-Media, Pennsylvania
Client Relationship Associate
Philadelphia-Media, Pennsylvania
Jacob is inspired by the opportunities in his role as a Client Relationship Associate to help people achieve their goal of financial freedom, while being by their side every step of the way. He joined EP Wealth Advisors in July 2023.
Prior to EP Wealth, Jacob interned for two years as a Financial Planner Assistant at Lighthouse Planning Consultants.
Jacob graduated Magna Cum Laude from Rutgers University – Camden with a B.S. in Finance
Residing with his girlfriend and dog in Cherry Hill, NJ, he loves going to Philadelphia Phillies and Eagles games, playing pickleball and listening to The Lumineers in his spare time. Before beginning his career in finance, Jacob played baseball for 17 years.
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