user avatar

Shannon Brown

Advisor at Edward Jones

Updated today

Location

Oneida, NY 13421

Credentials

Series 66

About

Shannon Brown is a Series 66 licensed financial advisor with Edward Jones, based in Oneida, NY, and has been with the firm since 2025. Prior to joining Edward Jones, Shannon was involved with Helping Celebrate Abilities/Handicapped Children's Association for 12 years and also worked as a birth doula for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide array of advisory programs and affiliated investment offerings. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

136 Vanderbilt Avenue

Oneida, NY 13421

Most active in

New York

Work history

Edward Jones

2026 - Present (1 year)

Edward Jones

2025 - 2026 (1 year)

Helping Celebrate Abilities/Handicapped Children's Association

2013 - 2025 (12 years)

Shannon Brown Birth Doula

2012 - 2024 (12 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

Judson A

Series 63, Series 65, Series 66

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with 15 years at the firm and four years of industry experience. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC provides wealth management, financial planning, and portfolio management services to individual investors, corporations, and retirement plans, employing a strategy centered on low-cost passive funds complemented by tactical individual securities and supported by institutional custody and trade-allocation tools.

Wealth management General retirement planning Income planning Annuities Passive / index investing
user avatar

Jessica C

Series 63, Series 66

Chittenango, NY

Champion, Jessica

Jessica Champion is the principal of Champion Method LLC, a registered investment adviser, with seven years of industry experience. She has worked at multiple financial firms, including LPL Financial and Ameriprise Financial Services LLC. Champion holds Series 63 and Series 66 licenses. Champion Method LLC provides wealth management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis within a Modern Portfolio Theory framework, offering both active and passive investment options while accommodating socially responsible preferences.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Clinton K

Series 66

Waterville, NY

Kane Financial

Clinton Kane is a financial advisor at Kane Financial with 17 years of industry experience. He holds the Series 66 designation and has worked at Kane Financial since 2017, following five years at Cadaret, Grant & Co., Inc. and Strategic Financial Services. Kane Financial serves individual clients, pension and profit-sharing plans, and small businesses by offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a primarily passive investment approach, combining fundamental analysis with index mutual funds and ETFs, and provides financial planning to all investment management clients without additional charge.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies General estate planning guidance Cash flow / budgeting Founder/Business Owner
user avatar

Maxwell M

Series 63, Series 65

Rome, NY

Birch Wealth Management

Maxwell Moore is a financial advisor at Birch Wealth Management in Rome, NY, holding Series 63 and Series 65 licenses. He works at a firm with two advisors and provides services including discretionary portfolio management, financial planning, and consulting. Birch Wealth Management serves individual and high-net-worth clients, managing approximately $62 million across about 176 accounts. The firm uses a combination of analytical approaches and focuses on equities, ETFs, and money-market funds, typically managing accounts on a discretionary basis.

Wealth management
user avatar

Paige N

Series 65

Rome, NY

Birch Wealth Management

Paige Nashton is a financial advisor at Birch Wealth Management in Rome, NY, holding a Series 65 credential with less than one year of industry experience. Prior to her current role, she has held various positions including work at Best Times Financial and other non-financial roles. She is also a notary public. Birch Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm combines diversification principles with technical and fundamental analysis to tailor investment strategies based on clients’ financial goals and risk tolerance.

Wealth management
user avatar

Iris B

Series 63, Series 65

Rome, NY

Birch Wealth Management

Iris Buczkowski is a financial advisor at Birch Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc., Alan R. Leist Planning Group, Inc., and Strategic Financial Services Inc. Outside of her advisory role, she is a notary public and an independent insurance agent. Birch Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm combines diversification principles with technical and fundamental analysis to deliver tailored investment solutions.

Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")