Miranda
Yount

Edward Jones

CRD#5193440
Investment Advisor
in Madison, AL

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About this Advisor

Miranda Yount is an investment advisor whose office is in Madison, Alabama. Currently a registered investment advisor at Edward Jones, they have accrued 13 years of experience as a financial advisor. Yount holds Series 65 and Series 66 licenses, designating the advisor as both a securities agent and an investment advisor representative. Yount is able to work with customers based out of Alabama and Texas. Their career trajectory has included roles at Oak Tree Financial Services, LLC, Eugenias Advisory Group, Homemaker, Edward Jones and Rodan & Fields. Edward Jones is based out of Madison, Alabama, and has 14,439 additional offices across the nation. In aggregate, Edward Jones oversees $423 billion in assets covering 3,336,586 client accounts and employs more than 25,919 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 1,067,474 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 10% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 65, Series 66

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

9238 Madison Blvd Ste 1300-A
Madison, AL 35758

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

AL Average: $11,469,110,461
Total Number of Employees

25,919

AL Average: 458
Total Number of Accounts

3,336,586

AL Average: 33,415
Average Account Size

$126,847

AL Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Miranda Yount Work History

Miranda has 13 years of experience.

2018 - Present (3 years)

Edward Jones

2016 - 2018 (2 years)

Rodan & Fields

2014 - 2018 (4 years)

Oak Tree Financial Services, LLC

2011 - 2013 (2 years)

Eugenias Advisory Group

2007 - 2014 (7 years)

Homemaker

Disclosures

Miranda Yount has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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