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
ChFC®, Series 66
Experience Industry experience
5 years
Location
Madras, OR 97741
Edward Jones
Institution
Kayla Vincent is a financial advisor with Edward Jones in Madras, OR, holding a ChFC® designation and Series 66 license with five 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 with New Basin Distillery, where she handles sales, marketing, and special events. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
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.
Madras, OR
212 SW 4th Street Suite 203
Madras OR 97741
Advisors at this office
3
Oregon · Texas
5 years of industry experience
Edward Jones
2021 - Present • 5 years
St Louis, MO
Pampered Chef
2020 - Present • 6 years
Addison, IL
New Basin Distillery
2019 - Present • 7 years
Madras, OR
Jason Hertel State Farm
2019 - 2021 • 2 years
Madras, OR
Dutch Bros
2016 - 2019 • 3 years
Redmond, OR
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
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.
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.
Series 66
Madras, OR
Edward Jones
Derek Burbank is a financial advisor with Edward Jones in Madras, Oregon. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in education for nearly a decade, including roles at Culver School District #4 and High Desert Education District. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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