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
CFP®, Series 66
Experience Industry experience
14 years
Location
Harrisburg, IL 62946
Edward Jones
Institution
Cameron Newbold is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Harrisburg, IL. Outside of his advisory role, he is the owner of K and N Properties, which holds rental property related to the Edward Jones office in Harrisburg. 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 and operates through a network of more than 23,700 financial advisors, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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.
Harrisburg, IL S Commercial Street
911 S Commercial Street
Harrisburg IL 62946
Advisors at this office
1
Illinois · Kentucky · Texas
14 years of industry experience
Edward Jones
2011 - Present • 15 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.
Harrisburg, IL
Wabash Capital, Inc.
Sandra Smith is a financial advisor at Wabash Capital, Inc. with 25 years of industry experience. She works as part of a four-advisor team based in Harrisburg, Illinois. Wabash Capital provides discretionary investment management to a range of clients including individuals, trusts, corporations, pensions, 401(k) plans, and foundations. The firm uses a top-down, fundamental research process to build diversified, risk-based portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.
Series 63, Series 65
Harrisburg, IL
Cornerstone Wealth Management, LLC
Dean West is a financial advisor with Cornerstone Wealth Management, LLC in Harrisburg, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Cornerstone Wealth Management since 2015 and has been affiliated with LPL Financial since 2000. Outside of his advisory roles, he is involved in farmland purchase and leasing activities. Cornerstone Wealth Management serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting services. The firm emphasizes tailored investment advice combining fundamental, quantitative, and qualitative analysis, supported by a multi-brand operating model and technology platforms to serve a large client base.
Series 66
Eldorado, IL
LPL Financial
Jared Leslie is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior work includes roles at Banterra Insurance & Investments Inc., The Assurance Group, MWA Financial Services, Inc., and Modern Woodmen of America. Outside of advisory work, he is a notary and has been involved with land and real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.
Series 63, Series 65
Harrisburg, IL
Ameriprise
Michael Tison is a financial advisor with Ameriprise in Harrisburg, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors and leadership of Tison Financial Group LLC. He serves on several nonprofit boards, including Southern Illinois Healthcare and the Fowler Bonan Foundation, and is involved in community finance and development organizations. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies delivered through a centralized consulting team.
CFP®, Series 63, Series 66
Harrisburg, IL
Ameriprise
Michael Stewart is a CFP® with 35 years of experience in financial advising, currently serving at Ameriprise since 2021. His prior roles include managing his own firm, Michael Stewart & Associates, LLC, and positions at Raymond James Financial Services. Outside of advising, he serves as President of the Saline County Industrial Development Co. and is an assistant coach for Harrisburg High School girls soccer. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored income strategies. The firm serves individuals with significant investable assets through a centralized consulting team that partners with financial advisors to deliver detailed, algorithm-supported recommendation reports.
Series 66
Harrisburg, IL
Ameriprise
Jessica Stephens is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and Michael Stewart and Associates. She serves on the boards of the Harrisburg Kiwanis Club and The Fortress Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary process.
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