Derek Burbank

Advisor at Edward Jones

Updated today

Location

Madras, OR 97741

Credentials

Series 66

Industry experience

< 1 year

About

Derek Burbank is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education for a combined ten years at High Desert Education District and Culver School District #4. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning

Occupation focus

Government Employee

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Fee options

Percentage

$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)

Other

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.

Location

212 Sw 4th Street Suite 203

Madras, OR 97741

Most active in

Oregon

Work history

Edward Jones

2025 - Present (1 year)

High Desert Education District

2024 - 2025 (1 year)

Culver School District #4

2015 - 2024 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Eric R

Series 63, Series 65

Madras, OR

Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies

Eric Runge is the owner and sole advisor at Veritas Bitcoin Strategies, LLC, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Veritas Wealth Management, Financial Advocates Investment Management, LPL Financial, and Waddell & Reed, among others. Outside of his advisory role, he operates a consulting business that coordinates a team of experts to assist CPAs and their clients with advanced financial planning needs and provides guidance on Bitcoin risks and cold wallet setup. Veritas Bitcoin Strategies serves individuals, high-net-worth clients, family offices, and other registered investment advisers, offering asset management, financial planning, retirement-plan consulting, and Bitcoin-focused portfolios. The firm’s Bitcoin strategy uses regulated, liquid instruments such as U.S.-listed spot Bitcoin ETFs and publicly traded companies with significant Bitcoin holdings, employing an actively managed, downside-mitigated approach combined with educational and implementation support.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner

Shellie G

ChFC®, Series 66

Madras, OR

Edward Jones

Shellie Gray is a financial advisor with Edward Jones, holding the ChFC® designation and a Series 66 license, with nine years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics

Kayla V

ChFC®, Series 66

Madras, OR

Edward Jones

Kayla Vincent is a financial advisor with Edward Jones in Madras, OR, holding the ChFC® and Series 66 designations and bringing four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Jason Hertel State Farm and Dutch Bros. Outside of her advisory role, she is involved in sales, marketing, and customer service at New Basin Distillery and serves as an independent consultant for Pampered Chef. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Wealth management Founder/Business Owner
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