Jason Millerage 33

Director of financial planning — Western U.S., BMO Private Bank

I am a Leader

40 Under 40
40 Under 40

I am a Leader

40 Under 40

I am a Trailblazer

Trail Blazers

I am an Entrepreneur

40 Under 40

I am a Visionary

40 Under 40

I am an Idealist

40 Under 40

Meet the Leaders

Whether in their own firms or in their communities, these young people are leading the charge toward innovation in financial planning, bringing new opportunities to advisers and clients alike. Here, they share the best leadership advice they’ve received in their careers.

Meet the Trailblazers

This group doesn’t subscribe to groupthink. They are spearheading new ways of practicing and delivering financial advice — in some cases reaching populations previously considered unprofitable to serve. We ask them about the most unique and unusual ideas they’ve had.

Meet the Entrepreneurs

In addition to helping clients reach their financial goals, some in the advice industry face the challenge of running a business or a team. Others have started companies to support this pursuit. These young people are flourishing amid the balancing act — and some got an early start.

Meet the Visionaries

It’s not about what is, but what will be — and what can be — the future of the financial planning industry for this group of forward-looking advisers, educators and executives. Their insights pull the rest of the profession into the next stratum.

Meet the Idealists

Life experiences shape our ideals, especially for these young professionals who see challenges in the advice industry and the world — and set out to meet them. They also have words of wisdom for the next generation.

About Jason

Jason R. Miller learned about the importance of money the old-fashioned way: He watched a working single mother.

When Mr. Miller was a child, his mother went to school during the day and waited restaurant tables at night.

"It profoundly impacted me in the sense that I never wanted to see my family have to be concerned about financial matters in that way," he said. "It taught me the importance of education, which she hammered home, and preparing for the future."

Mr. Miller took his mother's example to heart. He worked 40 hours a week, including an unpaid internship at Piper Jaffray Private Client Services (now part of UBS AG), while paying his way through college and, later, business school.

"I needed a way into the industry, and I was willing to do whatever it took to find myself in the position I wanted to be in," he said. "I was passionate about not just investing but how somebody's overall financial situation impacts what they should be doing from an investment perspective."

Mr. Miller is president of the Financial Planning Association of Greater Phoenix and an advocate for a planning-first financial advice business.

"The future of the profession is advice based, not product based," he said.

He's also a champion of public service, including pro-bono work with underserved populations and education outreach to children.

"I don't want to see anybody else have to endure the same hardships that I felt I had to at certain parts of my life," Mr. Miller said. "I don't think children should have to go through that. If we can educate their parents, great. But we need to educate children so they don't end up in that situation."

— Trevor Hunnicutt

Next Profile

  • Alan Moore

    Founder/Co-founder, Serenity Financial Consulting Group/XY Planning Network

Fast Facts

  • Guilty pleasure: Italian shoes
  • Dog, Goldendoodle, is named Bean
  • Secret of his success: "Being intellectually curious and trying to truly make a positive contribution in all that I do"

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