Miranda K Bertram
Investment adviser representative at Edward Jones
16 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Edward JonesMay 2025 to now
- Raymond James Financial Services AdvisorsFeb 2024 to May 2025
- Sk ManagementNov 2023 to May 2025
- Benson Wealth ManagementOct 2022 to May 2025
- Raymond James Financial ServicesOct 2022 to May 2025
- True North Wealth ManagementOct 2022 to May 2025
- Edward JonesOct 2021 to Oct 2022
- Sk ManagementJun 2010 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7460317
- Firm CRD
- 250