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Jake Bio
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Jake Miller

Financial Advisor – Associate

Jake Miller is a Financial Advisor Associate at Rosemeyer Management Group, where he is passionate about helping individuals and families make informed financial decisions and work toward their long-term goals. He earned his Bachelor’s degree in Finance and brings a strong foundation in financial planning, investing, and retirement strategies to his role.
Jake’s perspective has been shaped by experiences both inside and outside the financial industry.

As a member of the Air Force National Guard, he has developed a deep appreciation for discipline, accountability, and service. He has also owned and operated a small business, providing firsthand insight into the challenges and opportunities many business owners face.

Originally from Wisconsin, Jake enjoys spending time outdoors, whether that’s snowboarding, hiking, fishing, traveling, or being on the water with family and friends. He takes pride in building meaningful relationships and helping others plan confidently for the future.

What Guides Me—In Life and Work

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Education

Bachelor of Science – Finance with an Accounting Minor – University of Wisconsin - Platteville

A Dream Destination

Cabo San Lucas—sunshine, ocean views, and the perfect mix of relaxation and adventure.

A Piece of Financial Wisdom

Start saving early! Even small amounts add up, and time is your greatest financial asset.

Something Unexpected

I proudly serve in the Air Force National Guard. It’s taught me discipline, leadership, and how to stay calm under pressure—skills I bring into every area of life.

Money Perspective

My grandfather, Dean, was a big influence on me. He taught me to stay humble, work hard, and always show up for others.

Guiding Value

Ambition—setting big goals and working steadily toward them is how I strive to live and lead.

Currently Learning

On a Typical Weekend

Anything outdoors—whether it’s hiking, skiing, or just enjoying the fresh air, I’m happiest when I’m moving.

Something That Brings Me Joy

Firing up the grill and cooking a great meal for family and friends. It’s simple, but it brings people together.

Favorite Part of My Work

I love the energy and camaraderie of the RMG team. Being surrounded by people who genuinely care about clients and each other makes every day better.

Professional Experience

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