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Jacob Robert Miller

Cbiz Investment Advisory Services, LLC

Conshohocken, PA

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Current Employers
Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-22
  • PA RA
    APPROVED
    Since 2025-10-22

Branch Locations

1001 Conshohocken State Rd Suite 2-201, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coastal Carolina University Conway SC 08/2014 08/2018
Cobra Puma Golf Carlsbad CA 06/2017 06/2020
Jg Wentworth Chesterbrook PA 06/2018 03/2021
Cbiz Conshohocken PA 03/2021 Present
  • 08/2014 → 08/2018
    Coastal Carolina University
    Conway, SC
  • 06/2017 → 06/2020
    Cobra Puma Golf
    Carlsbad, CA
  • 06/2018 → 03/2021
    Jg Wentworth
    Chesterbrook, PA
  • 03/2021 → Present
    Cbiz
    Conshohocken, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-22
  • S65 Uniform Investment Adviser Law Examination
    2025-10-22

View on SEC IAPD

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