user avatar

Stephen Armstrong

Advisor at LexAurum Advisors

Updated today
LexAurum Advisors logo

Firm

LexAurum Advisors

Location

Mansfield, OH 44906

Credentials

Series 65

Industry experience

6 years

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Financial planning fees may be quoted as a fixed amount, negotiable based on complexity

Percentage

$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.50% annually $5,000,001+: 1.25% annually

Project-based

Financial planning fees charged at a fixed hourly rate, negotiable based on complexity

Work history

LexAurum Advisors, LLC

2025 - Present (1 year)

Whitaker Myers Wealth Managers

2019 - Present (7 years)

Mansfield Christian School

2014 - 2019 (5 years)

Disclosures

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

Benjamin K

Series 66

Ashland, OH

Edward Jones

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Multi-generational wealth transfer

Mark M

Series 63

Ashland, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management Inheritance planning General estate planning guidance

Jammi M

Series 66

Mansfield, OH

Merrill

Jammi Mc Clead is a Senior Financial Advisor with the Eichinger-Brafford-McClead Group at Merrill Lynch Wealth Management. She joined Merrill in 2018 and focuses on client relations and thematic investing. Jammi provides access to the investment insights of Merrill and the banking services of Bank of America to develop financial strategies aimed at helping clients achieve their wealth management goals. She works closely with clients' other advisors using a consultative approach to tailor recommendations based on each client's financial situation, preferences, and objectives. Jammi holds the Series 7 and Series 66 FINRA registrations and has earned a Bachelor of Science from Lincoln Memorial University and a Master of Science from Utah State University. She also holds the Personal Investment Advisor (PIA) designation. Her client focus areas include college education planning, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, personal retirement planning, philanthropic planning, socially responsible investing, special needs planning, and women and wealth. Outside of her professional work, Jammi is involved in coaching soccer as a volunteer assistant coach at the College of Wooster, a state team coach for the Ohio Soccer Association Olympic Development Program, and a coach educator for US Soccer. She is an active member of the Rotary Club of Mansfield and serves on the Walk to End Alzheimer's Planning Committee in Mansfield and North Central Ohio. Jammi resides in Mansfield, Ohio with her husband, son, and family pets. Her personal interests include gardening, golfing, soccer, and spending time with family.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy ESG / Sustainable investing Planning for children with special needs LGBTQIA Women's Finance Women Professionals

Chad W

Series 66

Lexington, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance

James H

Series 63

Bellville, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer

Debbie R

Series 63, Series 66

Ontario, OH

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning 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.

Call (201) 292-4557

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")