Peterborough, NH Hancock Road Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

91 Hancock Road Suite 2

Peterborough NH 03458

Advisors at this office

3

Advisors at this office

Miranda B

Series 66

Peterborough, NH

Edward Jones

Miranda Bertram is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, True North Wealth Management, and Benson Wealth Management. She also serves as an administrative assistant at SK Management. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James L

CFP®, Series 66

Peterborough, NH

Edward Jones

James Long is a CFP®-certified financial advisor with Edward Jones, based in Peterborough, NH, and has 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Joshua N

Series 66

Peterborough, NH

Edward Jones

Joshua Nero is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of investment advisory programs under a fiduciary standard.

Retirement income strategy Business exit / sale strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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