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Jeff Millard

Founder at Jm & Associates

Based in Los Angeles, United States

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Seniority

C-Team

Department

General Business & Management

Location

Los Angeles

Industry

Accounting

Company size

6

Contact information

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Email

1 credit

j•••••••@jmassociates.ca

Phone

5 credits

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Background

About Jeff Millard

In 2016, Jeff Millard founded JM & Associates, a consulting firm specializing in fundraising strategy for both for-profit companies and nonprofit organizations. He provides strategic guidance on individual, family office, and corporate giving, with particular expertise in capital campaigns and endowment development. Before launching his own practice, Jeff spent nearly 15 years in the financial services industry, where he gained broad experience across client relations, reporting, portfolio oversight, and business development. He began his career at Morgan Stanley, serving as a liaison between the trading floor and financial advisors nationwide. Recognizing his passion for client engagement, Jeff transitioned to a high-net-worth advisory team at Morgan Stanley Smith Barney in San Francisco, where he focused on business development, client experience, and operations management. Jeff studied Business and Psychology at Nyack College.

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