Lance Jamerson
Westshore Wealth · Dallas, Texas
Lance Jamerson is a fee-only financial advisor at Westshore Wealth in Dallas, Texas, who holds the CFP credential. Lance focuses on estate & legacy planning, tax planning and retirement planning. Westshore Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Westshore Wealth |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $662.4M across 848 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4264435 |
| Exams passed | Series 66 (2000) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.westshorewealth.com |
| Profile |
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Questions about Lance
Is Lance Jamerson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and Westshore Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lance charge for financial advice?
Lance's firm, Westshore Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lance Jamerson based?
Lance Jamerson is based in Dallas, Texas.
What does Lance specialize in?
Lance's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. Lance works with executives, founders, ultra high net worth and multi-generational families.
What credentials does Lance Jamerson hold?
Lance Jamerson holds the CFP credential.
Is Lance Jamerson registered with the SEC?
Yes. Lance Jamerson is registered as an investment adviser representative in TX (CRD 4264435), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westshore Wealth manage?
Westshore Wealth reports $662.4M across 848 accounts in assets under management.
How do I contact Lance Jamerson?
Through Lance's website, www.westshorewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Westshore Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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