Lance
Jamerson

Westshore Wealth

CRD#4264435
Investment Advisor
in Dallas, TX

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About this Advisor

Lance Jamerson is a certified financial planner operating in Dallas, Texas who has 4 years of industry experience. Jamerson works at Westshore Wealth. Their career trajectory has included roles at Triad Advisors, Inc, Howard Financial Services and Westshore Wealth. Jamerson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Westshore Wealth is a firm operating out of Newport Beach, CA. The firm has a total of eight advisors. It controls $395 million in total assets between its 648 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 648 customer accounts, 90% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice vary depending on which services the firm provides the client. Fee types billed by Westshore Wealth can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8201 Preston Road, Suite 325
Dallas, TX 75225

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Westshore Wealth Brokerage Details

Total Assets Under Management

$395,059,552

TX Average: $7,578,581,321
Total Number of Employees

8

TX Average: 43
Total Number of Accounts

648

TX Average: 3,727
Average Account Size

$609,660

TX Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Lance Jamerson Work History

Lance has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Westshore Wealth

2013 - 2018 (5 years)

Howard Financial Services

2011 - 2013 (2 years)

Triad Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lance Jamerson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Westshore Wealth

Lance Jamerson
Dallas, TX
Ryan Mcguire
Newport Beach, CA
Rob Sigler
Newport Beach, CA
Ryan Brizendine
Newport Beach, CA
Trevor Bryant
Dallas, TX
Ryan Ornellas
Newport Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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