Team Bios

Jake Miller

Investment professional since 2013

Jake joined the firm in 2018 as a private client advisor. Prior to joining Fairview, Jake was a Vice President at the J.P. Morgan Private Bank based in San Francisco, advising families on complex issues related to investments, credit & lending, philanthropy, and estate planning. Prior to his career in financial services, Jake built a successful consulting business focused on advising families on the undergraduate college admissions process. Jake received both his undergraduate degree and MBA from Yale University.

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  • Offices:

    San Francisco Bay Area Office
    300 Drakes Landing Road, Suite 250
    Greenbrae, CA 94904
    (415) 464-4640

    Pittsburgh Office
    103 Brilliant Avenue, Suite A
    Pittsburgh, PA 15215
    (412) 963-9160

Nothing in these materials should be construed as investment or legal advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable law.

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