Jake Miller

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2026 → Present
  J.P. Morgan Securities Llc
  Portland, OR
• 01/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Portland, OR
• 07/2023 → Present
  Next Step Strategies Inc.
  Clackamas, OR
• 08/2024 → 01/2025
  Northwestern Mutual
  Tigard, OR
• 07/2024 → 09/2024
  Palagetto
  Siena
• 06/2022 → 09/2022
  Rose City Electric Co
  Portland, OR
• 03/2019 → 06/2020
  Alpha Media Usa
  Portland, OR
• 09/2021 → 06/2025
  University Of Oregon
  Eugene, OR
• 07/2020 → 08/2021
  Unemployed
  West Linn, OR
• 01/2016 → 02/2019
  Unemployed
  West Linn, OR

Other Businesses

Effective 1/28/2026 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products. Entity Name: Next Step Strategies Inc. Investment related: No Address: Clackamas, OR https://www.nssworks.com/ Nature of the other business: Nonprofit  Position/Title/Relationship: Employee/Contractor Start Date: 07/16/2023 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It is a non-profit that independent support for those with disabilities. It has no financial related aspects and is unrelated to JP Morgan. I work with kids with disabilities throughout their day or for a few hours. I help create person center plans and keep track of their goals and other tasks with them.

Exams

• S66 Uniform Combined State Law Examination
  2026-05-20

Other Names

• Jake Miller
• Jacob Bradley Miller