Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Eric M
Series 66
Portland, TX
Edward Jones
Eric Mc Lester is a financial advisor with Edward Jones in Portland, TX, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America and Aransas County Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.
Kathleen C
CFP®, Series 66
Portland, TX
Edward Jones
Kathleen Clark is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She is based in Portland, TX. Outside of her advisory role, she manages a residential property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.
Kimberly P
Series 66
Portland, TX
Edward Jones
Kimberly Pendergraft is a financial advisor at Edward Jones in Portland, TX. She holds the Series 66 designation and joined Edward Jones in 2026. Prior to her current role, she held positions at various organizations including the Kerrville Area Chamber of Commerce and JAM Broadcasting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.
Elizabeth A
CFP®, Series 66
Portland, TX
Edward Jones
Elizabeth Ackman is a financial advisor at Edward Jones in Portland, TX, holding CFP® and Series 66 designations with nine years of industry experience. She has been with Edward Jones since 2016. Outside her advisory role, she serves as Vice President and Secretary of Koru Holdings, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over four million clients through a nationwide network of financial advisors and branch offices.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters