Miranda K Bertram

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 05/2025
  Benson Wealth Management
  Amherst, NH
• 10/2021 → 10/2022
  Edward Jones
  Amherst, NH
• 06/2010 → 11/2021
  Sk Management
  New Ipswich, NH
• 10/2022 → 05/2025
  Raymond James Financial Services
  Amherst, NH
• 11/2023 → 05/2025
  Sk Management
  New Ipswich, NH
• 02/2024 → 05/2025
  Raymond James Financial Services Advisors
  Amherst, NH
• 10/2022 → 05/2025
  True North Wealth Management
  Amherst, NH
• 05/2025 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2024-03-04 → 2025-05-08
  Raymond James Financial Services Advisors, Inc
  Amherst, NH

Other Businesses

604 E Third LLC Type of business: Rental Property Rindge, NH Start date: 11/15/2023 Member Hours per week: 0 Hours during trading: 0 No responsibilities. Part owner of a rental property. SK Management Type of business: Property Management New Ipswich, NH Start date: 10/1/2023 Administrative Assistant Hours per week: 4 Hours during trading: 0 filing, data entry, administrative tasks

Exams

• S66 Uniform Combined State Law Examination
  2024-02-20

Other Names

• Miranda Card
• Miranda Kelsey Bertram