Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
10 years
Location
Sealy, TX 77474-2318
Edward Jones
Institution
Cameron Kershner is a financial advisor with Edward Jones in Sealy, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages a cattle farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Sealy, TX Main St
113 Main St
Sealy TX 77474-2318
Advisors at this office
3
Texas
10 years of industry experience
Edward Jones
2015 - Present • 11 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Bellville, TX
FWM Partners
Milton Doremus is a financial advisor at FWM Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and CoreCap Investments. Doremus is also a licensed insurance agent involved in the sale of life and related insurance products. FWM Partners provides discretionary portfolio management, retirement-plan consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm uses fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers services as both a limited-scope 3(21) fiduciary and a full 3(38) investment manager for qualified retirement plans.
Series 65
Bellville, TX
M.C. Byrd Wealth Management, LLC
Edith Moreno is a financial advisor at M.C. Byrd Wealth Management, LLC in Bellville, TX, holding a Series 65 designation with seven years of industry experience. She has been with M.C. Byrd Wealth Management since 2016 and previously worked at Rainbow Litho from 2010 to 2016. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party managers, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.
Series 65
Bellville, TX
Barton Financial Group LLC
William Pier is a financial advisor at Barton Financial Group LLC with a Series 65 credential and one year of industry experience. He previously worked at New York Life Insurance Company and St. Mary's Catholic Center. Barton Financial Group serves individuals, employer plan sponsors, charitable organizations, and small businesses, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach combining passive and active vehicles, emphasizes long-term holding periods, and integrates institutional technology and model resources to tailor portfolios to client goals and risk tolerance.
Series 66, Series 65
Fulshear, TX
Anchor & Oak Wealth Advisors, LLC
Melissa Perez Leblanc is a financial advisor at Anchor & Oak Wealth Advisors, LLC with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Girard Securities and Global Investment Advisory. Leblanc is also the owner of Leblanc Wealth Management Group, an investment-related business. Anchor & Oak Wealth Advisors, LLC provides discretionary portfolio management to individuals and advisory and pension consulting services to employee benefit plans, using model portfolios and third-party managers as part of its investment approach.
ChFC®, Series 63
Bellville, TX
M.C. Byrd Wealth Management, LLC
Monte Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has been with his current firm since 2009. Byrd also operates as an independent insurance agent and is involved in estate planning through the M.C. Byrd Company. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party manager solutions, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.
Series 65
Bellville, TX
M.C. Byrd Wealth Management, LLC
Caleb Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with M.C. Byrd Wealth Management since 2016. M.C. Byrd Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm employs model-based portfolios across a range of risk profiles and actively monitors holdings to replace underperforming managers, serving several hundred client accounts with a multi-hundred million dollar asset base.
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