Mary Michelle Miles
Investment adviser representative at Edward Jones
15 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
15 years in the industry.
- Edward JonesJun 2025 to now
- LPL Enterprise, LLCNov 2024 to Jun 2025
- The Prudential Insurance Company of AmericaOct 2023 to Jun 2025
- Pruco Securities LLCMar 2023 to Nov 2024
- UnemployedMay 2022 to Mar 2023
- First Interstate BankJul 2021 to May 2022
- UnemployedMay 2021 to Jul 2021
- Neat Capital dba Neat Loans LLCAug 2020 to May 2021
- UnemployedSep 2017 to Aug 2020
- Zillow GroupApr 2011 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7728714
- Firm CRD
- 250