Jacob Ronald Miller

Employer firm

Wisdom Financial Services, L.l.c. CRD 127385

$779M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2024 → Present
  Wisdom Financial Services, L.L.C.
  Geneseo, IL
• 07/2016 → 07/2020
  Springfield Armory, Inc
  Geneseo, IL
• 09/2019 → 07/2020
  Miller Farm & Business
  Geneseo, IL
• 08/2020 → Present
  Miller Farm & Business, Inc
  Geneseo, IL

Other Businesses

Miller Farm & Business, Inc; not investment related; Geneseo, IL; Accounting & Tax Practice; Start Date: 08/2020; Appx 180 hours; 8 during sec hours; Management, tax & accounting work.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-01