Jacob Miller

Jacob Miller is a Client Relationship Associate at EP Wealth Advisors, a position held since July 2023. Prior experience includes serving as a Financial Planner Assistant at Lighthouse Planning Consultants from November 2021 to July 2023, where responsibilities involved creating financial models using industry-standard software and collaborating with senior financial planners to enhance client satisfaction. Jacob holds a Bachelor of Science in Finance from Rutgers University - Camden (2021-2023) and an Associate of Science in Liberal Arts and Sciences from Rowan College at Burlington County (2020-2021).