Miranda Yount

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

• 02/2014 → 08/2018
  Oak Tree Financial Services, Llc
  Huntsville, AL
• 08/2018 → Present
  Edward Jones
  St Louis, MO
• 06/2016 → 06/2018
  Rodan & Fields
  San Francisco, CA

Previous Registrations

• 2015-09-04 → 2018-08-21
  Oak Tree Financial Services, Llc
  Huntsville, AL

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13
• S65 Uniform Investment Adviser Law Examination
  2013-03-15

Designations

• Chartered Financial Consultant

Other Names

• Miranda Joy Gilley
• Miranda Joy Hallman
• Miranda Joy Yount
• Miranda Yount