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Lance Douglas Jamerson

Westshore Wealth

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About Lance Douglas Jamerson

Lance Douglas Jamerson is a financial advisor with Westshore Wealth, a registered investment advisor. Lance has been in the financial services industry since 2000. Lance holds the Series 7, 24, 51, and 66 licenses, and is also a Certified Financial Planner. Lance's practice focuses on financial planning and portfolio management for high-net-worth individuals, corporations, and pension plans. Prior to joining Westshore Wealth, Lance worked at Howard Financial Services, Triad Advisors, Inc., J.W. Cole Financial, Inc., and NFP Securities, Inc.

Firm Information

Lance Jamerson is currently registered with Westshore Wealth. Westshore Wealth is a registered investment advisor based in Newport Beach, California. They manage approximately $473.76 million in assets for 692 clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Westshore Wealth provides financial planning, portfolio management for individuals, and pension consulting services.
Westshore Wealth

4041 MACARTHUR BLVD.

NEWPORT BEACH, CA 92660

$473.76M

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lance Jamerson’s Registration & Firm History

TX

01/26/2019 - Present

Westshore Wealth (Dallas TX)

TX

11/11/2011 - 09/23/2013

TRIAD ADVISORS, INC. (AUSTIN TX)

TX

06/03/2009 - 12/09/2011

J.W. COLE FINANCIAL, INC. (AUSTIN TX)

TX

05/11/2006 - 04/30/2009

NFP SECURITIES, INC. (AUSTIN TX)

TN

09/13/2000 - 04/13/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MEMPHIS TN)

MN

09/13/2000 - 04/13/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/22/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/11/2003

Series 24 - General Securities Principal Examination

BC

Issued 09/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lance Douglas Jamerson.
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